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Getting started for
experienced
development teams
Creating an application
Setting a password for your application
Application types
Application rules
Configuring an application for reuse
Switching between applications
Implementation methodologies
Advanced settings for a new application
Setting up your environment
Creating a team
Inviting a collaborator
Adding a secondary manager to a team
Defining areas of expertise for a team
Deleting a team
Setting your work availability
Changing your password
Configuring your dashboard
Changing your dashboard layout
Adding a widget to your dashboard
Dashboard widgets
Including weather information in your dashboard
Sharing a dashboard with your team
Enabling dashboard personalization for a portal
Setting your user preferences
Integrating Agile Workbench with Pega Agile Studio
Changing your workspace
Workspaces
Switching between work pools
Sizing an application development project
Project sizing
Developing an application
Best practices for application development
Reusing built-on capabilities
Adding a relevant record to your application
Managing relevant records
Marking records as relevant records
Securing relevant records
Relevant records
Overriding an extension point
Installing components
Components
Enabling components
Creating a component
Documenting a component
Packaging a component
Shared ruleset
Disabling components
Interacting with an application guide
Adopting feature-driven development
Creating a feature
Creating a subfeature
Tracking feature-driven development
Creating a story
Creating stories in bulk
Populating a story template
Importing a story template
Finding a feature ID
Troubleshooting errors with a story template
Exporting stories
Setting your current work item
Changing the status of a work item
Requesting a feature enhancement
Reporting a feature defect
Triaging a feedback item
Managing application features
Reviewing application features
Changing the level of a feature
Associating a rule with a feature
Associating a feature with a work item
Skimming features to the latest version
Deleting a feature
Delegating a rule or data type
Delegating a data type
Rule and data type delegation
Prerequisites for delegating a rule or data type
Best practices for delegating a rule or data type
Modifying a delegated record or data type
Improving your compliance score
Analyzing a compliance score
Resolving an application warning
Justifying an application warning
Sharing your compliance score with stakeholders
Exporting compliance data
Scheduling a compliance report
Monitoring project compliance
Compliance score logic
Preparing your application for secure deployment
Communicating with users by using Pulse
Pulse
Choosing a context for Pulse messages
Posting a message in Pulse
Replying to a message in Pulse
Enhancing a message in Pulse
Formatting a message in Pulse
Uploading an attachment in Pulse
Adding links to a message in Pulse
Adding a reference in Pulse
Restricting case references in Pulse
Differentiating case references in Pulse
Tagging an existing message in Pulse
Tagging a new message in Pulse
Managing Pulse messages
Viewing your activity feed
Bookmarking a message in Pulse
Removing a bookmark in Pulse
Following messages from a specific user
Unfollowing messages from a specific user
Deleting a message in Pulse
Collaborating with users by using spaces
Creating a space
Joining a space
Communicating with members of a space
Pinning content to a space
Managing a space
Updating details of a space
Managing members of a space
Updating the owner of a space
Collaborating on shared content by using documents
Creating a document
Discussing a document
Documenting your application
Creating project documents for stakeholders
Changing the style of a project document
Changing the structure of a project document
Creating a guide for end users
Adding a chapter to an application guide
Adding a task to a chapter in an application guide
Adding supporting information to an application guide
Linking a URL to an application guide
Linking a rule or data instance to an application guide
Calling a guided tour from an application guide
Calling a wizard from an application guide
Linking a help topic to an application guide
Linking a landing page to an application guide
Linking a custom section to an application guide
Adding an application guide to a portal
Creating guidance for developers
Adding usage information to a rule
Adding historical information to a rule
Pega unit testing
Application: Scenario testing landing page
Creating a scenario test
Application Quality landing page
Application quality metrics
Application: Quality Settings landing page
Application: Test coverage landing page
Generating a user-level test coverage report
Generating an application-level test coverage report
Participating in an application-level test coverage session
Application: Unit testing landing page
Creating a test ruleset
Pega unit test cases
Creating Pega unit test cases
Creating a Pega unit test case for a flow or case type
Data that you can record for flows and case types
Unit testing an activity
Clipboard contents created from activity unit tests
Testing an activity in context
Unit testing a data page
Unit testing a data transform
Unit testing a decision table
Debugging decision tables with the Tracer
Unit testing a decision tree
Debugging decision trees with the Tracer
Unit testing a when rule
Debugging when rules with the Tracer
Configuring Pega unit test cases
Assertions
Configuring expected run-time assertions
Expected run-time assertions
Configuring result count assertions
Result count assertions
Configuring property assertions
Property assertions
Configuring list assertions
List assertions
Configuring page assertions
Page assertions
Configuring decision result assertions
Decision result assertions
Configuring assigned to assertions
Assigned to assertions
Configuring case status assertions
Case status assertions
Configuring attachment exists assertions
Attachment exists assertions
Configuring case instance count assertions
Case instance count assertions
Running a Pega unit test case
Viewing Pega unit test case results
Pega unit test case run results
Opening a Pega unit test case
Exporting a list of Pega unit test cases
Pega unit test suites
Creating Pega unit test suites
Configuring Pega unit test suites
Opening a Pega unit test suite
Running a Pega unit test suite
Viewing Pega unit test suite run results
Adding test cases to a Pega unit test suite
Setting up your test environment
Test environment setup
Cleaning up your test environment
Test environment cleanup
Viewing Pega unit test reports
Unit testing of rules
Clipboard pages created by the Run Rule feature
Unit testing a harness with the Run Rule feature
How to unit test a Parse Delimited rule
How to unit test a Parse XML rule
How to unit test a Service EJB rule
How to unit test a Service Email rule
How to unit test a Service File rule
How to unit test a Service HTTP rule
How to unit test a Service Java rule
How to unit test a Service JMS rule
How to unit test a Service JSR 94 rule
How to unit test a Service dotNet rule
How to unit test a map value
How to unit test a section with the Run Rule feature
How to unit test a Parse Structured rule
How to unit test a Service MQ rule
How to unit test a flow action with the Run Rule feature
Unit testing a flow
How to Unit Test a Service SAP Rule
How to unit test a Service SAPJCo rule
How to unit test a Service SOAP rule
Unit testing a Declare Expression rule
Unit testing Declare Expression rules with manual inputs
Unit testing Declare Expression rules with data transforms
Unit Test Suites for AUT
Unit Test Suites — Completing the Create or Save as form
Unit Test Suite form — Completing the Contents tab
Flow Markers
Flow Markers — Completing the Create or Save As form
Flow Marker form – Understanding the Inputs tab
Flow Marker form — Understanding the Results tab
Working with automated unit tests
Creation of test cases for automated unit testing
Test cases for automated unit testing
Designing a case
Case types
Creating a case type
Creating a top-level case type
Creating a child case type
Importing a case type
Renaming a case type
Reclassifying a case type
Automatically included case types
Extension points for case-type creation
Defining the case life cycle
Configuring case creation
Enabling creation by email for top-level cases
Disabling case creation by email
Troubleshooting errors with email instantiation
Standard rules used by email instantiation
Email account limitations
Enabling automatic creation for child cases
Enabling conditional creation for child cases
Enabling manual creation for child cases
Creating a stage in the case life cycle
Creating a primary stage
Creating an alternate stage
Removing a stage
Adding a process to a stage
Adding a sequential process to a stage
Adding a parallel process to a stage
Conditionally starting a process
Conditionally starting a process by using an expression
Conditionally starting a process by using a
when
condition
Changing the path of a process
Adding a decision to a flow
Changing the decision logic in a flow
Types of decision logic
Adding a conditional path to a flow
Adding a conditional path to an assignment
Adding a results-based path to a flow
Adding iteration to a flow
Adding asynchronous processing to a flow
Responding to business exceptions in a flow
Creating a ticket
Policy overrides and suspended work items
Removing a process from a stage
Creating a stand-alone process
Flows
Creating a screen flow
Adding an entry point to the navigation path of a flow
Adding a cancel button to a screen flow
Changing the levels of entry points in a screen flow
Standard rules that support screen flows
Screen flows
Types of processes (flows)
Annotating a flow
Flow shapes
Shape icons in a flow
Keyboard shortcuts for flows
Adding a step to a process
Step types
Collecting information from a user
Assignments
Types of assignments
Directed Web Access
Standard properties in the Assign- base class
Choosing an assignee at run time
Customizing the Get Next Work logic
Extension points for finding your next assignment
Get Next Work function
Enabling back-to-back assignments
Default behavior of Get Next Work processing
Assigning a task to a user
Requesting approval from a user
Enabling email approval
Email approval
Standard rules for case creation and approval by email
Troubleshooting errors in unresolved cases
Adding a preconfigured step to a process
Asking a question in a case
Survey APIs
Asking a group of related questions in a case
Attaching information to a case
Attachment types
Extension points and supporting rules for attachments
Attaching screen captures to a case
Creating PDF files by using a compact style sheet
Creating a contextual case
Collecting digital signatures in a case
Finding duplicate cases
Defining a threshold with weighted conditions for a case type
Defining exact conditions for a case type
Restrictions on properties used in duplicate tracking
Moving a case to a different stage
Pausing a process in a case
Persisting a temporary case
Posting messages to a case
Preloading a data page
Running a background process
Running a survey in a case
Sending event notifications from a case
Sending email from a case
Sending push notifications from a case
Saving data in a data page as part of a flow
Updating case information
Calling one process from another process
Subprocesses
Changing the context of a subprocess
Configuring case resolution
Improving case findability
Changing the icon of a case
Changing the format of case IDs
Case IDs
Including indexed data during case search
Enabling search by third-party search engines
Adding meaningful data to a case
Sharing data between parent and child cases
Aggregating data in a parent case
Propagating data to a child case
Designing a survey
Best practices for creating a survey
Creating a survey
Adding a question page to a survey
Adding a question to a question page
Formatting a slider in a survey
Formatting a picklist in a survey
Dynamically sourcing the choices in a picklist
Formatting a checklist in a survey
Formatting a radio button matrix in a survey
Formatting text boxes in a survey
Creating a stand-alone question
Creating questions in bulk
Populating a question template
Importing a question template
Troubleshooting question-template errors
Fine-tuning your survey
Making a question required in a survey
Conditionally displaying a question in a survey
Conditionally displaying a question page in a survey
Validating answers in a survey
Displaying a warning in a survey
Scoring answers in a survey
Changing the run-time order of questions in a survey
Maximizing screen space in a survey
Adding supporting information to a survey
Adding hover text to a question
Attaching a file or URL link to a question
Displaying a block of text in a question page
Integrating a case with an external resource
Assigning a task to a robotic work queue
Assigning a task to an external application
Setting a service-level agreement for the Assignment Service shape
Connecting a flow to an external application
Running a decision strategy from a flow
Calling an activity from a flow
Enabling case processing in an external application
Creating a case by using an API
Managing case history
Disabling geolocation tracking
Geolocation tracking
Guiding case workers to successful case resolution
Validating case data
Enabling case notifications
Defining case participants
Notifying case participants of new assignments
Notifying users of routed assignments
Disabling assignment notifications
Changing the status of a case
Defining a custom case status
Standard rules and extension points for case status
Providing relevant options in a case
Adding an optional task to a case
Adding an optional task to a stage
Adding an optional task to a process
Conditionally displaying an optional task
Adding a supporting process to a case
Adding a supporting process to a stage
Conditionally displaying a supporting process
Defining the entrance criteria for a stage
Requiring attachments for stage entry
Requiring property values for stage entry
Requiring conditions for stage entry
Controlling access to case attachments
Categorizing case attachments
Restricting user actions for case attachments
Enforcing service-level agreements
Setting goals and deadlines for case resolution
Setting goals and deadlines for task completion
Defining an escalation action for an incomplete task
Defining an escalation action for an unresolved case
Enabling offline support for cases
Enabling offline packaging optimization during synchronization
Disabling server-side postprocessing in offline cases
Enabling offline case attachments support
Optimizing large file support performance
Dynamic System Settings for optimizing large file support
Offline attachments support
Managing concurrent access to a case
Overriding the locking strategy of a child case
Case processing
Creating a case
Ad hoc cases
Converting a manual process to a case type
Reopening a resolved case
Bulk processing
Creating cases in bulk
Updating cases in bulk
Running flow actions in bulk
Troubleshooting errors in bulk processing
Finding work assigned to a team
Transferring an assignment
Case tags
Creating a search tag
Tagging a case
Searching for a case by tag
Social landing page
Following a case
Managing case followers
Work party retrieval methods
Notifications
Setting notification preferences
Creating a notification
Defining a notification message
Adding recipients for a notification
Notification channels
Configuring a web gadget notification channel
Configuring an email notification channel
Configuring a mobile notification channel
Configuring additional parameters for notification channels
Case attachment annotations
Configuring the color of case attachment annotations
File and content storage
Sourcing attachments from external storage
Adding a case or Pulse attachment from a web storage provider
Adding a case attachment from a CMIS system
Managing a case attachment stored in a CMIS system
Storing attachments in external storage
Requirements and restrictions for case attachments in a file storage repository
Storing case attachments using web storage providers
File storage and knowledge management repositories
Viewing storage destinations
Creating a repository for file storage and knowledge management
Creating a custom repository type
Referencing a document from a case
Managing application data
Managing data types
Data type management
Viewing data type details
Adding a data type to your application
Creating a new data type
Adding an existing data type
Removing a data type
Deleting a field from a data type
External Data Entities landing page
Adding a data page to a data type
Viewing pages and properties that use a data type
Viewing test cases for a data type
Configuring the context for rules related to a data type
Managing the data model
Adding fields to your data model
Adding a single-value field to your data model
Adding a field group to your data model
Adding a field group list to your data model
Adding a data reference to your data model
Data references
Adding a data reference list to your data model
Storage and display of fields
Configuring fields in your data model
Configuring a picklist
Configuring a text area field
Configuring an attachment field
Calculating the value of a field
Modifying the type of a field
Data Visualization
Viewing data relationships
Managing application data
Adding or updating data for a data type
Importing data for a data type
Uploading a file for data import
Mapping fields for data import
Mapping fields for add, or update or add only purposes
Mapping fields for delete or custom purposes
Transforming data during import
Deleting data for a data type
Exporting data from your application
Configuring local data storage
Configuring a source for the record editor to use
Reviewing local data storage properties
Fixing database table generation
Data Tables landing page
Database tables
Managing UI Views
Creating a view for a data type
Reporting
Report types
Creating reports in Case Manager
Organizing report shortcuts
Creating report categories
Modifying result columns in list reports
Modifying result columns in summarized reports
Report Browser
Editing reports
Adding columns to reports
Modifying column settings
Sorting and grouping columns in list reports
Data Explorer
Editing filter conditions
Adding filter conditions
Editing the logic for filter conditions
Adding or editing charts
Removing charts
Converting a list report to a summarized report
Converting a summarized report to a list report
Report Editor
Scheduling reports in Case Manager
Managing subscriptions to reports
Subscribing to reports
Schedule task form
Running reports
Report results
Actions menu options for reporting
Creating a report definition
Creating a report
Adding or editing charts from the report definition rule form
Removing a chart by using the report definition rule form
Showing chart data
Chart types and subtypes
Data settings form in the Chart Editor
Styling charts in the application skin
Setting the default display behavior for charts
Adding maps to reports
Defining associations for map charts
Managing scheduled reporting tasks
Setting resource limits for reporting
Disabling the default functionality for exporting reports to Excel
Disabling the creation of an Info sheet in Excel output
Settings landing page
Report definitions
Report Definitions - Completing the Query tab
Report Definitions - Completing the Chart tab
Maps available for the Chart Editor
Report Definitions - Completing Report Viewer tab
Report Definitions - Completing the Data Access tab
Report Definitions - Completing the Pages & Classes tab
Report Definitions - Using the Calculation Builder
Standard Report Definitions - Monitor Assignments
Standard Report Definitions - Performance Analysis
Standard Report Definitions - Work Analysis
Standard Report Definitions - Work Monitoring
Additional standard report definition reports
More about Report Definitions
Summary views
Chart tab on the Summary View form
Summary View form - Configuring interactive charts
Summary View form - Configuring static charts
Content tab on the Summary View form
Drill Down tab on the Summary View form
Format tab on the Summary View form
HTML tab on the Summary View form
Join tab on the Summary View form
Organize tab on the Summary View form
List views
Content tab on the List View form
Display Fields tab on the List View form
Format tab on the List View form
HTML tab on the List View form
Join tab on the List View form
Organize tab on the List View form
Selectable tab on the List View form
Class associations
Association rules - Completing the New or Save As form
Association form - Completing the Data Access tab
Removing standard reports and categories
Creating a report category
Configuring the display of a report category
Creating report shortcuts
Shortcuts
Shortcut rules - Completing the New or Save As form
Shortcut form - Completing the Shortcut tab
Specifying filter options for the Report Viewer
Filter conditions
Reviewing statistics about report usage
Customizing standard usage reports
Creating usage reports
Report Usage landing page
Creating a dedicated ruleset version for manager reports
Available case types from the Report Browser
Setting up a reports database
Disabling usage of a reports database
Standard reports by category
Usage reports
Report categories
Standard reports and categories
Report List features
Decision Strategy Manager
Decision Strategy Manager (DSM) landing pages
Proposition Management
Proposition hierarchy
Proposition types
Proposition validity
Proposition conversion
Accessing the Proposition Management landing page
Creating a business issue
Creating a group
Copying groups from the built-on application
Removing a business issue or a group
Creating a property
Versioned propositions
Adding a versioned proposition
Editing a versioned proposition
Editing versioned propositions in Excel
Converting groups with unversioned propositions
Defining the validity period for versioned propositions
Deleting versioned propositions
Unversioned propositions
Adding an unversioned proposition
Editing an unversioned proposition
Defining the validity period for unversioned propositions
Duplicating an unversioned proposition
Editing unversioned propositions in bulk
Deleting unversioned propositions
Simulations
Creating simulation tests
Managing simulation tests
Data Flows
Creating a data flow
Types of data flows
Filtering incoming data
Combining data from two sources
Converting the class of the incoming data pages
Merging data
Applying complex data transformations
Applying complex event processing
Applying strategies for improving results of customer interactions
Applying text analysis on the data records
Branching a data flow
Configuring a data flow to update a single property only
Creating a batch run for data flows
Reprocessing failed records in batch data flow runs
Creating a real-time run for data flows
Creating an external data flow run
Managing external data flow runs
External Data Flow Run window
Monitoring single case data flow runs
Changing the data flow failure threshold
Pre- and post-processing of data flows
Accessing the Data Flows landing page
Model Management landing page
Viewing adaptive model last responses
Clearing adaptive models
Deleting adaptive models
Updating adaptive models
Viewing the adaptive model parameters
Uploading customer responses
Adaptive model details
Adaptive Model Schema Migration
Accessing the Adaptive Model Schema Migration landing page
Migrating adaptive model schema
Interaction History
Accessing the Interaction History landing page
Applying sample scripts for archiving and purging
Applying interaction history scripts for Oracle databases
Moving the FACT table records in Oracle databases
Merging the dimension records in Oracle databases
Deleting the records from the FACT table in Oracle databases
Applying interaction history scripts for Microsoft SQL Server
Moving the FACT table records in Microsoft SQL Server databases
Merging the dimension records Microsoft SQL Server databases
Deleting the records from the FACT table in Microsoft SQL Server databases
Applying interaction history scripts for DB2 Database Software
Moving the FACT table records in DB2 Database Software
Merging the dimension records in DB2 Database Software
Deleting the records from the FACT table in DB2 Database Software
Data Sources landing page
Visual Business Director
Comparing decision results in Visual Business Director (VBD) planner.
Visual Business Director (VBD) planner
Accessing Visual Business Director (VBD) planner
Customizing Visual Business Director planner
The Data Sources tab details
The Key Performance Indicators tab details
Adding a key performance indicator
Editing a key performance indicator
Services
About decision data nodes
Accessing the Services landing page
Decision Data Store service
Configuring the Decision Data Store service
Decision Data Store service node status information
Adaptive Decision Manager service
Configuring the Adaptive Decision Managemer service
ADM service node status information
Data flow service
Configuring the data flow service
Real Time Data Grid service
Configuring the Real Time Data Grid service
Stream service
Configuring the Stream service
Stream service node status information
Managing decision data nodes
Decision data nodes - status information
Configuration settings for Pega 7 nodes
Configuring logger settings
Configuring transparency policy for predictive and adaptive models
Customer Movie
Accessing the Customer Movie landing page
Creating an event type in the Event Catalog
Clearing an event type in the Event Catalog
Deleting an event type in the Event Catalog
Browsing events for a customer or a group of customers
Adding an events feed to your user interface
Revision Management landing page
Application overlays
Creating application overlays
Editing application overlays
Deleting application overlays
Revisions
Revision case type
Change Request case type
Managing revisions
Importing revisions
Activating revisions
Discarding revisions
Rolling back revisions
Social Media Metadata
Accessing the Social Media Metadata landing page
Customizing the metadata retrieval from Facebook data sets
Methods and functions
Prediction Studio overview
Setting access to Prediction Studio
Selecting a database for Prediction Studio records
Configuring the default rule context
Enabling outcome inferencing
Customer Decision Hub
Simulations
Creating simulations
Running simulations
Running simulations from the strategy form
Managing simulations
Filtering simulations
Viewing additional simulation details
Viewing and managing reports assigned to simulation outputs
Duplicating simulations
Comparing simulations
Assigning custom reports to simulations
Scheduling simulations
Supporting rules
Adaptive models
Adaptive Model rules - Completing the New or Save As form
Adaptive model tab on the Adaptive Model form
Model context
Adding model identifiers
Predictors
Adding a predictor to an adaptive model
Adding multiple predictors to an adaptive model
Parameterized predictors
Adding parameterized predictors
Monitoring tab on the Adaptive model form
Generating a model report
Model report details
Predictor report details
Viewing the predictors overview
Predictor performance information
Outcomes tab on the Adaptive Model form
Defining outcome values in an adaptive model
Settings tab on the Adaptive Model form
Parameters tab on the Adaptive Model form
Pages & Classes tab on the Adaptive Model form
Data sets
Data Set rules - Completing the New or Save As form
Data Set rule form - Completing the Data set tab
Creating a Decision Data Store data set
Migrating data between Decision Data Store data sets
Creating a Facebook data set
Creating a File data set record
Creating a File data set record for files on repositories
Creating an HBase data set record
Creating an HDFS data set record
Creating an interaction history summary data set
Creating a Kafka data set
Creating a Kinesis data set
Creating a Monte Carlo data set record
Creating a YouTube data set record
Creating a Visual Business Director data set record
Aggregation on the Visual Business Director data set
Defining partition keys for stream data sets
Exporting data into a data set
Importing data into a data set
Setting a limit for data import into a data set
Tracing Decision Data Store operations
Synchronizing the Actuals data set
Exporting data into a data set
Importing data into a data set
Setting a limit for data import into a data set
Decision data
Decision Data rules - Completing the New or Save As form
Decision Data rule form - Completing the Decision Data tab
Decision Data rule form - Completing the Form tab
Customizing the Decision Data rule form
Configuring Decision Data rule form fields
Event strategies
Event Strategy rules - Completing the New or Save As form
Event Strategy rule form - Completing the Event Strategy tab
Adding aggregations in event strategies
Adding filter conditions in event strategies
Adding local variables in event strategies
Adding join conditions in event strategies
Dynamic window size behavior
External data flows
External Data Flow rules - Completing the New or Save As form
Data flow tab on the External Data Flow form
Hadoop data instances
Connection tab
Configuring settings for HDFS data sets
Configuring settings for HBase data sets
Configuring YARN settings
Configuring run-time settings
Predictive models
Predictive Model rules - Completing the New or Save As form
Predictive model tab on the Predictive Model form
Reclassifing score distribution
XSD validation and PMML errors
Model source tab on the Predictive Model form
Configurations tab on the Predictive Model form
Configuring custom function of a PMML model
Input mapping tab on the Predictive Model form
Pages & Classes tab on the Predictive Model form
Proposition filters
Proposition Filter rules - Completing the New or Save As form
Proposition Filter rule form - Completing the Filter Criteria tab
Proposition Filter rule form - Completing the Default Behavior tab
Scorecards
Scorecard rules - Completing the New or Save As form
Scorecard rule form - Completing the Scorecard tab
Scorecard rule form - Completing the Results tab
Scorecard form - Completing the Pages & Classes tab
Strategies
Strategy rules - Completing the New or Save As form
Globally optimized strategy
Creating a globally optimized strategy
Strategy rule form - Completing the Strategy tab
Component Categories
Sub Strategy
Strategy components - Embedded strategy
Configuring audiences for multiline decisioning strategies
Enabling multiple audiences in decisioning strategies through the Embedded strategy shape
Import
Decision analytics & business rules
Enrichment
Arbitration
Selection
Aggregation
External input
Strategy results
Configuring a single case run
Configuring a batch case run
Decision statistics
Performance statistics
Test run labels
Strategy canvas accelerators and keyboard shortcuts
Strategy rule form - Using the Strategy Properties tab
Strategy rule form - Completing the Auto-Run Results tab
Strategy rule form - Completing the Advanced tab
Strategy rule form - Completing the Completing the Pages & Classes tab
Text analyzers
Sentiment analysis
Configuring the sentiment analysis
Classification analysis
Configuring the classification analysis
Text extraction analysis
Configuring the text extraction analysis
Intent analysis
Enabling intent analysis
Supported intent types
Configuring advanced text analytics settings
Configuring language settings
Configuring sentiment settings
Configuring spell checking settings
Configuring classification settings
Testing Text Analyzer rules
Business Intelligence Exchange (BIX)
Configuring the extraction environment
Configuring the BIX source database
Configuring the BIX target database connection settings
Configuring optional prconfig.xml settings
Configuring BIX logging
Specifying the database holding the engine code
Setting up split schema
Enabling password encryption
Preparing a target database
Optional command-line BIX parameters
Extract rules
Extract rules - Completing the New or Save As form
Extract rules - Completing the Definition tab
Extract rules - Completing the File Specification tab
Extract rules - Completing Filter Criteria tab
Extract rules - Completing the Pages & Classes tab
Extract rules - Understanding the Execution History tab
More about Extract rules
Running an Extract rule using a Pega Platform agent
Manually running an Extract rule in your application
Extracting data from Pega Cloud to an on premises database
Generating an XSD file for XML output
Command-line BIX extracts
Running the command-line extract process
Stand-alone command-line BIX extracts
Establishing a stand-alone command-line BIX extract process
Example shell script file
Sample ant build files
Creating an XML representation of an Extract rule
Unique run identifier
BIX logging
BIX error handling
BIX in the Pega Cloud
Running BIX in the Pega Cloud
Obtaining extract files from the Pega SFTP server
Defining SFTP-related data instances
BIX performance
BIX performance recommendations
High-throughput data downloads in the Pega Cloud
BIX performance benchmark
Creating the user experience
Channels and interfaces
Creating a web channel
Customizing the login screen
Log-off processing modifications
Standard portals
Creating a composite portal
Portals
Portal rules -
Portal form - Completing the Details tab
More about Portal rules
Harnesses
Harness form -
Harness form — Adding a screen layout
Configuring a screen layout
Screen layout properties
Screen layout - Region properties - General tab
Upgrading panel sets to screen layouts
Harness form - Adding a container
Harness forms - How to support work item copying
Harness forms - Supporting work item printing
Harness and Section forms: Help — Client Event Editor
Harness and Section forms — Using the Condition Builder to configure dynamic UI actions
Harnesses form - Completing the Design tab
Harness form - Completing the Display Options tab
Harness form - Completing the Scripts and Styles tab
Harness form - Completing the Pages & Classes tab
Harness form - Completing the Advanced tab
Harness form - Presenting flow actions
Harness forms - Placing a button in a harness
More about Harnesses
Composite portal
Portals for application users
Adding the Pulse gadget to your application
Enabling users to post messages in the activity feed
Adding a feed source for the activity feed
Configuring Pulse email notifications
Configuring an email account for Pulse notifications
Enabling users to respond to Pulse email notifications
Configuring Pulse notifications on additional email accounts
Configuring the Facebook channel
Setting up a Facebook operator ID
Facebook channel configuration
Configuring system responses for the Facebook channel
Configuring text analyzer definitions for the Facebook channel
Defining Facebook text analyzer topics
Defining advanced Facebook text analyzer configuration
Enabling the NLP model training for the Facebook channel
NLP model for a Facebook channel
Updating the NLP model for a Facebook channel
Configuring Facebook Get Started button
Facebook channel content
Adding cases for the Facebook channel
Adding custom responses for the Facebook channel
Configuring the WebChat channel
Generating the WebChat channel mashup code
WebChat channel configuration
Configuring system responses for the WebChat channel
Configuring text analyzer definitions for the WebChat channel
Defining WebChat text analyzer topics
Defining advanced WebChat text analyzer configuration
Enabling the NLP model training for the WebChat channel
NLP model for a WebChat channel
Updating the NLP model for a WebChat channel
WebChat channel content
Adding cases for the WebChat channel
Adding custom responses for the WebChat channel
Configuring the Email channel
Intelligent email routing
Configuring routing conditions for automatic email handling
Defining topics for intelligent routing
Defining suggested cases for the Email channel
Defining suggested replies for the Email channel
Testing email routing conditions
Enabling the analysis of attached files during email triage
Machine learning and case processing
Updating the NLP model for an Email channel
NLP model for an Email channel
Updating entities for an Email channel
Editing the text analyzer rule for the Email channel
Email channel custom rules
Example case discussion in email and Pulse
Limitations on email discussions
Email triage
Email triage cases
Spinning off a regular case
Email Manager portal
Configuring the Mashup channel
Simulating a chatbot conversation
User channel preview console
Adding a new command for a generated topic
Adding a conversation to a case type
Viewing channel interactions
Conversational user channels
Styling your application
CSS helper classes
Adjusting layout styling by using CSS helper classes
Adjusting cell styling by using CSS helper classes
Reviewing CSS helper class definitions
Adding CSS helper classes
Skins, Interfaces, & Templates landing page
Skin rules
Skin rules
Creating a skin
Skin rules - Completing the Create or Save As form
Accessing a skin
Specifying a skin for your application
Specifying a skin for your application
Excluding unused components from the CSS file
Overriding disabled inherited screen layout formats
Finding all sections that use a specific format
Component styles (custom style formats)
Component styles tab of the Skin rule form
General
Skin form — Components tab — General — Action area
Skin form — Components tab — General — Action area
Skin form — Components tab — General — Button area
Skin form — Components tab — General — Custom styles
Skin form — Components tab — General — Errors
Skin form — Components tab — General — Errors
Skin form — Components tab — General — Errors
Skin form — Components tab — General — Modal dialogs
Creating a custom modal dialog format
Applying a custom modal dialog format
Skin form — Components tab — General — Modal dialogs
Skin form — Components tab — General — Modal dialogs
Skin form — Components tab — General — Overlays
Creating a custom overlay format
Applying a custom overlay format
Skin form — Components tab — General — Page
Skin form — Components tab — General — Panel Set
Skin form — Components tab — General — Panel Set
Skin form — Components tab — Layouts — Screen layouts
Skin form — Components tab — General — Wizard
Skin form — Components tab — General — Wizards
Layouts
Skin form — Components tab — Layouts — Accordions — Header tab
Skin form — Components tab — Layouts — Accordions — Body tab
Skin form — Components tab — Layouts — Containers
Creating a custom container format
Applying a custom container format
Skin form — Components tab — Layouts — Containers
Skin form — Components tab — Layouts — Containers
Skin form: column layouts
Skin form — Components tab — Layouts — Dynamic layouts
Creating a custom dynamic layout format
Skin form — Components tab — Layouts — Layout Groups
Creating a custom layout group format
Skin form — Components tab — Repeat-row/columns
Creating a custom Row or Column Repeat format
Applying a custom Row or Column Repeat format
Skin form — Components tab — Repeat-row/columns
Skin form — Components tab — Layouts — Tabs
Creating a custom tab format
Applying a custom tab format
Skin form — Components tab — Layouts — Tabs
Skin form — Components tab — Layouts — Trees and tables - General tab
Creating custom table and tree table formats
Skin form — Components tab — Layouts — Trees and tables - Rows tab
Skin form — Components tab — Layouts — Trees and tables - General tab
Skin form — Components tab — Layouts — Trees and tables — Borders tab
Creating a custom grid format
Applying a custom grid format
Skin form — Components tab — Layouts — Trees and tables - Behaviors tab
Skin form — Components tab — Layouts — Trees and tables - Actions Layout tab
Skin form — Components tab — Layouts — Legacy layouts
Controls
Skin form — Components tab — Controls — Autocomplete
Skin form — Components tab — Controls — Autocomplete
Skin form — Components tab — Controls — Buttons
Creating a custom button format
Applying a custom button format
Skin form — Components tab — Controls — Charts
Skin form — Components tab — Controls — Check boxes
Creating a custom check box format
Applying a custom check box format
Skin form — Components tab — Controls — Dropdowns
Creating a custom dropdown format
Applying a custom dropdown format
Skin form — Components tab — Controls — Labels
Creating a custom label format
Applying a custom label format
Skin form — Components tab — Controls — Links
Creating a custom link format
Applying a custom link format
Skin form — Components tab — Controls — Menus
Creating a custom menu format
Applying a custom menu format
Skin form — Components tab — Controls — Menus
Skin form — Components tab — Controls — Menus
Skin form — Components tab — Controls — Radio buttons
Creating a custom radio button format
Applying a custom radio button format
Skin form — Components tab — Controls — Rich Text Editor
Creating a custom rich text editor format
Applying a custom rich text editor format
Skin form — Controls — Smart Label
Skin form — Components tab — Controls — Smart tip and Smart info
Skin form — Components tab — Controls — Smart tip and Smart info
Creating a custom smart tip and smart info format
Applying a custom smart tip and smart info format
Skin form — Components tab — Controls — Smart tip and Smart info
Skin form — Components tab — Controls — Split/menu button
Skin form — Components tab — Controls — Split/menu button
Skin form — Components tab — Controls — Text inputs & Formatted text
Creating a custom text input and formatted text format
Applying a custom text input and formatted text format
Reports
Skin form — Components tab — Reports — Column filter
Skin form — Components tab — Reports — Column Filter
Skin form — Components tab — Reports — List view
Skin form — Components tab — Reports — List view
Skin form — Components tab — Reports — Paging bar
About mixins
Defining a new mixin
Modifying an existing mixin
Skin rules - Renaming a mixin
Deleting a mixin
Determining where a mixin is referenced
Mixins tab of the Skin rules form
Skin rules - Renaming a mixin
Color Picker
Included styles
Skin form - Included Styles tab
Creating a custom style
Skin inheritance
Creating a new dependent skin
Adding a parent skin
Overriding an inherited format
Reverting an inherited format
Viewing the skin inheritance stack
Inheritance
Icon fonts
Adding the icon font set
Adding an icon to a control
Previewing and selecting predefined icons with the icon class picker
Reviewing available icons
Upgrading a pre-7.1 skin
Base Settings
Overall font
Base tag heading styles
Background
Layout
More about Skin rules
Forms and fields
Design templates
Sections
Sections - Completing the Create or Save As form
Creating a section based on a design template
Adding an action to an included section
Converting sections to full section editor
Harness and section forms - Adding a section
Displaying a list of recent items in your application
Customizing the list of recent items in your application
Customizing the content of the list of recent items
Modifying the number of items in the recent items list
Changing the style of the recent items list
Selecting another grid style from the skin
Modifying the existing grid style in the skin
Defining and applying an additional grid format
Customizing the data and label that are displayed on the recent items list
Disabling the list of recent items
Section form - Completing the Design tab
Settings tab of the Section form
Section form - Completing the Parameters tab
Section form - Completing the Pages & Classes tab
Section form - Completing the HTML tab
Harness and section forms - Adding a Column Repeat layout
Harness and Section forms - Adding a record editor section
Harness and Section forms - Configuring a record editor section
Harness and Section forms - About Smart layouts
Smart layout Properties - General tab
Section forms — Adding an accordion layout
Section forms - Adding a Tab group
How to convert a section to use smart layouts
Harness and section forms - Adding a Tabbed Repeat layout
Harness and Section forms - Adding a Tree layout
Harness and Section forms - Adding a Tree Grid layout
More about Sections
About HTML Fragment rules
HTML Fragment rules - Completing the New or Save As form
HTML Fragment form - Completing the HTML tab
HTML Fragment form - Completing the Pages & Classes tab
More about HTML Fragment rules
About HTML rules
HTML rules -
HTML form - Completing the HTML tab
HTML form - Completing the Pages & Classes tab
More about HTML rules
How to unit test a section with the Run Rule feature
Layouts
Working with dynamic layouts
Harness and section forms - Adding a Dynamic layout
Dynamic Layout Properties - General tab
Dynamic Layout Properties — Presentation tab
Harness and Section forms - Repeating layouts
Repeating dynamic layout - Operations tab
Layout Groups
Creating a layout group
Creating a templated region based on a layout group
Adding a when rule to a layout group
Layout Group Properties — General tab
Layout group properties - Presentation tab
Harness and Section forms - Adding a Table layout
Table layout - General tab
Table layout - Presentation tab
Table layout - Operations tab
Harness and Section forms - Adding an Information Mashup section
Harness and Section forms - Configuring an Information Mashup section
Harness and section forms — Adding a Column Layout
Column layout properties - General tab
Column layout properties - Presentation tab
Controls
Standard controls
Specifying visibility and privilege options for a control
Adding actions to a control
Copying, moving, or deleting a control
Button controls
Styling options for Button controls
Adding and configuring a Button control
Adding a Button control to a layout
Adding a Button control to a harness
Specifying the caption for a Button control
Specifying the image source and tooltip for a Button control
Specifying presentation options for a Button control
DateTime (calendar) controls
Understanding the Date, TimeofDay, and DateTime property types
Evaluation of symbolic dates
Java date pattern
Adding and configuring a DateTime (calendar) control
Adding a DateTime control to a layout
Selecting the property for a DateTime control
Specifying read-only and edit options for a DateTime control
Selecting the date and time format and display mode
Selecting spinners or drop-down fields for navigation
Restricting the years displayed
Displaying week numbers in calendar widgets
Disabling the selection of weekend days
Setting intervals of minutes
Specifying presentation options for a DateTime control
Adding and configuring a Data Visualization control
Adding a Data Visualization control
Specifying the data source for a Data Visualization control
Specifying the visual properties of a Data Visualization control
Icon controls
Adding and configuring an Icon control
Adding an Icon control to a layout
Specifying the icon source and tooltip for an Icon control
Specifying presentation options for an Icon control
Standard icons
Link controls
Styling options for Link controls
Adding and configuring a Link control
Adding a Link control to a layout
Specifying the caption for a Link control
Specifying the image source and tooltip for a Link control
Specifying presentation options for a Link control
Multi-Select list controls
Adding and configuring a Multi-Select list control
Adding a Multi-Select list control
Selecting the property for a Multi-Select list control
Specifying the list source for a Multi-Select list control
Specifying presentation options for a Multi-Select list control
Rich Text Editor controls
Adding and configuring a Rich Text Editor control
Adding a Rich Text Editor control
Selecting the property for a Rich Text Editor control
Specifying presentation options for a Rich Text Editor control
Skin formats for Rich Text Editor controls
Creating a new Rich Text Editor format
Applying a custom rich text editor format
Timeline controls
Adding and configuring a Timeline control
Adding a Timeline control
Specifying the data source for a Timeline control
Specifying the date range for a Timeline control
Specifying presentation options for a Timeline control
Creating a custom Timeline control
Advanced controls
Selecting the property reference for a control
Specifying presentation options for a control
Harness and Section forms - Adding an Address Map control
Harness and Section forms - Using an Address Map control
Troubleshooting Show User Location feature in browsers
Harness and Section forms - Adding an Attach Content control
Configuring file size options for the Attach content control
Customizing how the Attach content control is displayed
Harness and Section forms - Adding an autocomplete control
Autocomplete Properties — General tab
Autocomplete Properties — Presentation tab
Source of autocomplete field values
Harness and section forms - Adding a chart
Chart control - Completing the Axis tab for a line chart
Chart control - Axis tab for an area chart
Chart control - Completing the Axis tab for a bar chart
Chart control -- Axis tab for a column chart
Chart control -- Needle tab for a gauge chart
Chart control - Completing the Wedges tab for a pie chart
Harness and Section forms - Adding a Check Box control
Harness and section forms - Adding a Currency Control
Purpose-Specific Control— General tab
Currency Properties – Presentation tab
Using the Currency Control
Harness and Section forms: Fields — Adding a Data Field for a composite application
Harness and Section forms - Adding a drop-down control
Dropdown control Properties — General tab
Dropdown control Properties — Presentation tab
Harness and Section forms - Adding formatted text
Harness and section forms - Adding an Integer Control
Integer Properties — Presentation tab
Harness and Section forms - Adding the Map control
Obtaining the Google API key
Configuring a dynamic system setting for the Map control
Harness and Section forms - Configuring a Map control
Map control properties
Harness and Section forms - Placing a text label in a layout cell or header
Harness and Section forms - Displaying location as static map image
Harness and Section forms - Displaying location as static map image
Harness and Section forms - Adding paragraphs to place rich text in a layout cell or header
Harness and section forms - Adding a Purpose-Specific control
Harness and Section forms - Adding a Rich Text Editor control
Rich Text Editor control Properties — General tab
Rich Text Editor control Properties — Presentation tab
Harness and Section forms - Adding a Radio Button control
Radio Buttons control Properties — General tab
Radio Buttons control Properties — Presentation tab
Radio Button Properties - Behavior tab
Harness and Section forms - Adding a Signature Capture control
Harness and Section forms - Customizing a Signature Capture control
Harness, section and flow action forms - Adding a Smart Label
Smart Label Properties — Presentation tab
Harness and Section forms - Adding a Text Area control
Text Area control - General tab
Text Area control - Presentation tab
Harness and Section forms - Adding a Text Input control
Text Input control - General tab
Text Input control - Presentation tab
Adding a video to a section
Creating a custom control
Custom controls
Selecting a control mode (editable, read-only)
Selecting a UI element and property
Setting size and appearance options
Formatting control text
Adding a custom control to the design palette
Control form - Completing the Control tab
Control form - Completing the HTML tab
Control form - Completing the Pages & Classes tab
More about Controls
Actions tab
About Navigation rules
Hierarchy rules
Navigation rules -
Navigation form - Completing the Editor tab
Navigation form - Completing the Pages & Classes tab
Navigation rule — Completing the Node Details Action tab
Modal dialog box
Displaying a modal dialog box from a button
Displaying a modal dialog box from a grid layout
Modal dialog box templates
Creating custom modal dialog box templates
Design templates for sections
Dynamic views
Configuring a dynamic view
Building a form for a case type
Reusing a field on a form
Restrictions on field and form reuse
Reusing a form
Adding a single-value field to a form
Configuring a user reference on a form
Adding a field group to a form
Adding a data reference to a form
Configuring a data reference on a form
Adding a field group list to a form
Adding validation to fields on a form
Supported comparators for validation of fields on a form
Supported display modes by field type
Enabling spell checking in user forms
Legacy form rules
Offline capability
Offline configuration page
Offline packaging optimization during synchronization
Server-side postprocessing in offline mode
Enabling offline support for cases
Flow processing in offline mode
Screen flows in offline mode
Requirements for surveys in offline mode
Supported controls when working offline
Attach content support in offline mode
Configuring maximum offline attachment size
Supported actions when working offline
Offline (OSCO) mode breakout API
When rule support in offline mode
Validate rule support in offline mode
Adding validate rules to a whitelist for offline use
Offline validation API
Function rule support in offline mode
How to use a function rule in offline mode
Offline function rule API
How to call a JavaScript function directly
Finding a function list for a utility library
Data transform support in offline mode
Adding data transform rules to a whitelist for offline use
Offline data transform API
Packaging a signature after the work object is resolved
Error and warning handling in offline mode
Error and warning handling API in offline mode
callActivity action as an extension
Pega Mobility
Pega Mobile Client
Configuring a custom mobile app
Custom mobile app
Navigating to the Build tab of the mobile channel for Pega Mobile Client
Mobile app branding
Customizing the paused Android app notification
Preparing custom branding assets
Uploading branding assets and custom modules
Contents of the branding assets package
Custom modules
Preparing custom modules for upload
Building custom mobile apps with Pega Mobile Client
Verifying settings required to build a mobile app
Building an Android app
Building an iOS app
Configuring a Today widget on iOS
Exporting an unsigned iOS app
Android certificate set
Opening an Android certificate set
Creating an Android certificate set
Uploading a signing certificate
Selecting an Android certificate set
iOS certificate set
Opening an existing iOS certificate set
Creating an iOS certificate set
Creating an unsigned iOS certificate set
Uploading a provisioning profile
Uploading a signing certificate
Uploading a push notifications certificate
Uploading a widget provisioning profile
Selecting an iOS certificate set
Expiration of iOS certificates
Mobile Certificates page
Opening the Mobile Certificates landing page
Editing an Android certificate set
Editing an iOS certificate set
Deleting a certificate set
Setting up push notifications in a mobile app
Adding the push notifications shape to a workflow
Enabling push notifications
Configuring push notifications on Android
Push notifications in an Android mobile app
Configuring push notifications on iOS
Push notifications in an iOS mobile app
Auto-incrementing app version
Setting the app build version
Configuring password enforcement
Selecting a portal for a custom mobile app
Setting maximum login time
Opening the Mobile Offline configuration page
Distributing mobile apps with Pega Mobile Client
Adding a banner for mobile app download
Downloading a mobile app in a binary file
Publishing the QR code
Advanced features
Configuring search in custom mobile apps
Native search capability in custom mobile apps
Configuring categories for mobile search
Configuring a search action in a custom mobile app
Transition effects on actions
Specifying a transition effect for an action
Specifying a transition effect for an action manually
Touch ID support
Utilizing SnapStart module outside of the Pega Mobile SDK
Troubleshooting
Client Clipboard
Enabling the Client Clipboard and setting debugging options
Troubleshooting an iOS custom mobile app
System info pages
Enabling system info pages
Requesting technical support
Viewing system info settings
Simulating offline capability
Viewing logs for custom mobile apps
Changing the log level
Viewing local storage
Clearing local storage
Viewing actions in the sync queue
Clearing actions in the sync queue
Device logs
Retrieving device logs
Viewing device logs
Configuring user authentication with OAuth 2.0 tokens with Pega Mobile Client
Creating Dynamic System Settings for OAuth 2.0 authentication for Pega Mobile Client
Dynamic System Settings for OAuth 2.0 authentication with Pega Mobile Client
Creating a custom authentication service for OAuth 2.0 authentication with Pega Mobile Client
Creating a keystore for OAuth 2.0 authentication for Pega Mobile Client
Configuring a service package for OAuth 2.0 authentication for Pega Mobile Client
Creating operator ID instances for OAuth 2.0 authentication for Pega Mobile Client
Setting up an alternative server URL for Pega Mobile Client
Configuring an SDK mobile app
Pega Mobile SDK
Setting up SDK app options for Android
Setting up SDK app options for iOS
Uploading binary files for an iOS SDK app
Uploading an icon for an SDK app
Push notifications from app administrators
Accessing the Push Notifications console
Testing push notifications
Sending push notifications
Reviewing push notification history
Tracking mobile users with the Map control
Configuring the Map control to display user tracks
Pega Mobile Express
Installing the Pega Mobile Express app
Installing web apps
Requirements for replying to a push notification from Pulse
Editing with Live UI
Editing dynamic layouts with Live UI
About the Live UI tool
Localizing an application
Internationalization and localization
Localization wizard
Preparing your application for translation
Localized properties
Localized rule types
Creating a translation package
Selecting languages
Selecting application rulesets
Enabling records
Downloading the translation package
Preparing a translation package for a translator
Importing translations
Selecting the translation package and rulesets
Importing the translation file
Testing the translation package
Checking the translated values in the application
Localizing forms by using the Localization inspector
Accessibility and Pega Platform
Enabling accessibility
Adding WAI-ARIA roles to a Dynamic Layout
Adding a main content link to a dynamic layout
Understanding accessibility
Accessibility features
Page load status
WAI-ARIA Roles
WAI-ARIA roles in a screen layout
Accessibility Inspector
HTML5 Application Readiness landing page
Optimizing application load time
Rerunning a preflight optimization
Checking results and JavaScript file dependencies
Improve application loading time with preflight optimization
Supporting rules
UI Gallery landing page
Notification channels landing page
About Binary File rules
Binary File rules - Completing the Create, Save As, or Specialization form
Binary File rules - Completing the Main tab
More about Binary File rules
About Broadcast data instances
Broadcast data instances - Completing the New or Save As form
Broadcast form - Completing the Message tab
About Calendar data instances
Calendars – Completing the Create New or Save As form
Calendar form – Completing the Schedule tab
More about Calendar data instances
About Image Content data instances
Image Library landing page
Image Content form - Completing the New or Save As form
Image Content data instances - Completing the Main tab
More about Image Content data instances
About SpellChecker Properties data instances
Initial Spellchecker Properties data instances (Data-SpellChecker-Properties)
Spellchecker Property data instances - Completing the New or Save As form
Spellchecker Properties form – Completing the Dictionaries tab
Spellchecker Properties form - Completing the Properties tab
More about Spellchecker Properties data instances
About Static Content Bundle rules
Static Content Bundle rules - Completing the New or Save As form
Static Content Bundle rules - Completing the Definition tab
More about Static Content Bundle rules
HTTP compression and timeout settings
Stream processing of JSP tags
JavaServer Pages tags
Introducing JavaServer Page tags
acDataSource JavaServer Page tag
assert JavaServer Page tag
autoComplete JavaServer Page tag
binaryfile JavaServer Page tag
Converting from directives to JavaServer Page tags
JSP tag — chart
choose JavaServer Page tag
contentURL JavaServer Page tag
dataGrid JavaServer Page tag
dsField JavaServer Page tag
dsFields JavaServer Page tag
file JavaServer Page tag
forEach JavaServer Page tag
include JavaServer Page tag
listToList JavaServer Page tag
listView JavaServer Pages tag
lookup JavaServer Page tag — lookup
onlyonce JavaServer Page tag
properties-mapping JavaServer Page tag
p:r JavaServer Page tag
reference JavaServer Page tag
save JavaServer Page tag
static JavaServer Page tag
URL JavaServer Page tag
when JavaServer Page tag
withEmbedded JavaServer Page tag
withPage JavaServer Page tag
withReference JavaServer Page tag
withTarget JavaServer Page tag
More about JavaServer Page tags
Reference properties indirectly in JSP tags
Converting from directives to JavaServer Pages tags
Text File rules
Text File rules - Completing the Create, Save As, or Specialization form
Text File rules - Completing the Main tab
Text File rules - JavaScript and CSS validation
More about Text File rules
Integrating your application with external resources
Data mapping in services and connectors
Data mapping for SOAP and dotNet connectors
Data mapping for SOAP and dotNet services
Configuring email accounts with the Email Wizard
Entering email information in the Email wizard
Configuring the email account in the Email Wizard
Reviewing your configuration and completing the Email Wizard
Entering email information in the Email wizard
Configuring the email listener in the Email Wizard
Configuring the service package in the Email Wizard
Configuring the email account in the Email Wizard
Resolving duplicate records in the Email Wizard
Reviewing the configuration and completing the Email Wizard
Email servers
Email servers – Completing the Environment tab
Example of authenticated user's access group
Example of unathenticated user's service package access group
About the Connector and Metadata wizard
Connector and Metadata wizard – Completing the Choose Purpose form
Connector and Metadata wizard – The JNDI Server and Bindings form
Connector and Metadata wizard – The Home Methods form (EJB connector)
Connector and Metadata wizard – The Remote Methods form (EJB connector)
Connector and Metadata wizard – Completing the Initial Parameters form
Connector and Metadata wizard – Completing the Select Fields form (importing a JavaBean)
Connector and Metadata wizard – Completing the Select Constructors form
Connector and Metadata wizard – Completing the Select Methods form
Connector and Metadata wizard – Completing the Initial Parameters form (SQL)
Connector and Metadata wizard - Define Intended Operations form (SQL)
Connector and Metadata wizard - Completing the Select Table Columns form (SQL)
Connector and Metadata wizard – Completing the Select Columns for List Query form (SQL)
Connector and Metadata wizard – Completing the Map Parameters form (SQL)
Connector and Metadata wizard - Choose Service Details form
Connector and Metadata wizard - Choose Methods Form (.NET and SOAP)
Connector and Metadata wizard – Completing the Previous Runs form
Connector and Metadata wizard - Completing the Previous Runs form
Connector and Metadata wizard - Completing the Previous Runs form
Connector and Metadata wizard - Completing the Add Substitute Rules form
Connector and Metadata wizard - Completing the Map Parameters form
Connector and Metadata wizard – Completing the Class Conflicts form
Connector and Metadata wizard - Completing the Other Conflicts form
Connector and Metadata wizard – Completing the Preview Duplicates form
Connector and Metadata wizard – Completing the Review form
Connector and Metadata wizard - Completing the Class Duplicates form
Connector and Metadata wizard - Completing the Other Duplicates form
How to call a Windows DLL library
Requestor pooling for services
Tools for integration development tasks
About generating connector rules
Connected apps landing page
Connecting an app to a service provider
Disconnecting an app from a service provider
Integration Connectors landing page
Creating SOAP integration
Providing a WSDL document for SOAP integration
Selecting operations for SOAP integration
Configuring the authentication for data sources in SOAP integration
Testing operations in SOAP integration
Generating records for SOAP integration
Reviewing the record generation summary
Creating REST integration
Configuring a REST connection
Selecting methods for REST integration
Defining a data model for REST integration
Configuring the request and response in REST integration by adding a REST response
Configuring the request and response in REST integration manually
Updating and generating records for REST integration
Updating the integration layer for REST integration
Updating the data layer for REST integration
Reviewing the record generation summary
Creating SAP integration
Providing an input document for SAP integration
Configuring an SAP connection
Selecting operations for SAP integration
Configuring the authentication for data sources in SAP integration
Testing operations in SAP integration
Generating records for SAP integration
Updating the integration layer for SAP integration
Updating the data layer for SAP integration
Reviewing the record generation summary
About the eForm Rules accelerator
eForm accelerator Help: Completing the Select eForm Properties form
eForm accelerator Help: Completing the Upload File form
eForm accelerator Help: Completing the Select eForm Fields form
eForm accelerator Help: Completing the Map eForm Fields form
eForm accelerator Help: Completing the Review and Save form
Email landing page
Creating an email account
Deleting an email account
About importing XSD or DTD files
Connector and Metadata wizard - Completing the Select Elements form (XSD and DTD)
Connector and Metadata wizard – Completing the Select Rule Types form (XSD or DTD)
Connector and Metadata wizard – Completing the Add Substitute Rules form
Viewing JavaBean properties
About importing JavaBeans with the Connector and Metadata wizard
Pega Document Scanning
Using the Image Viewer
Integration Services landing page
Service Wizard
Service Wizard: Select Service Purpose
Service Wizard: Provide Service Details — Select Work Properties
Service Wizard: Provide Service Details — Select Flow Actions
Service Wizard: Provide Service Details — Select Activity Class
Service Wizard: Provide Service Details — Select Service Activities
Service Wizard: Provide Service Details — Select Service Parameters
Service Wizard: Provide Service Details — Select Data Class
Service Wizard: Customize Service Data
Service Wizard: Select Service Resources
Service Wizard: Configure Data Records
Service Wizard: Resolve Duplicates
Service Wizard: Review and Save
Viewing in-progress and completed integration wizards
Robotic automation
Automation configuration
Configuring robotic desktop automation
Robotic desktop automation error processing
Robotic desktop automation
Adding an automation to a flow
Configuring robotic process automation
Configuring the heartbeat interval
Virtual machine registration
Configuring Pega Platform to register virtual machines
Obtaining information from robotic automations
Robotic process automation error handling
Robotic process automation
Supporting rules
Integration-Connectors category
About Connect BPEL rules
Connect BPEL rules – Completing the Create, Save As, or Specialization form
Connect BPEL form - Completing the Deployment tab
Connect BPEL form – Completing the Methods tab
About Connect Cassandra rules
Connect Cassandra rules - Completing the Create, Save As, or Specialization form
Connect Cassandra form - Completing the Service tab
Connect Cassandra form - Completing the Mappings tab
About Connect CMIS rules
Creating a Connect CMIS rule
Connect CMIS form – Completing the Service tab
Atom Servers
About SOAP Server data instances
About Connect dotNet rules
Connect dotNet rules – Completing the Create, Save As, or Specialization form
Connect dotNet rules – Completing the Faults tab
Connect dotNet form – Completing the Request tab
Connect dotNet form – Completing the Response tab
Connect dotNet form – Completing the Service tab
dotNet Connector Form – Completing the Advanced tab
dotNET Connector rules – Understanding the WSDL tab
About EJB connector rules
Connect EJB rules - Completing the New or Save As form
Connect EJB form – Completing the Create tab
Connect EJB form – Completing the Remote tab
Connect EJB form - Completing the Service tab
More about Connect EJB rules
About Connect File rules
Connect File rules - Completing the Create, Save As, or Specialization form
Connect File rules - Completing the Service tab
More about Connect File rules
About Connect HBase rules
Connect HBase rules - Completing the Create, Save As, or Specialization form
Connect HBase form - Completing the Service tab
Connect HBase form - Completing the Mappings tab
About Connect HTTP rules
Connect HTTP Rules – Completing the Create, Save As, or Specialization form
Connect HTTP form – Completing the Request tab
Connect HTTP form – Completing the Response tab
Connect HTTP form – Completing the Service tab
More about Connect HTTP rules
About Connect Java rules
Connect Java rules - Completing the Create, Save As, or Specialization form
Connect Java form – Completing the Constructor tab
Connect Java form – Completing the Method tab
Connect Java form – Completing the Service tab
More about Connect Java rules
About Connect JCA rules
Connect JCA rules - Completing the Create, Save As, or Specialization form
Connect JCA rules - Completing the Input tab
Connect JCA rules - Completing the Output tab
Connect JCA rules – Completing the Service tab
More about Connect JCA rules
About Connect JMS rules
Connect JMS rules – Completing the Create, Save As, or Specialization form
Connect JMS form – Completing the Request tab
Connect JMS form – Completing the Response tab
Connect JMS form – Completing the Service tab
More about Connect JMS rules
About Connect MQ rules
Connect MQ Rules – Completing the Create, Save As, or Specialization form
Connect MQ form - Completing the Service tab
Connect MQ form – Completing the Request tab
Connect MQ form – Completing the Response tab
More about Connect MQ rules
About Connect REST rules
Connect REST Rules – Completing the Create, Save As, or Specialization form
Connect REST form – Completing the Methods tab
Connect REST form - GET Request
Connect REST form - GET Response
Connect REST form - POST Request
Connect REST form - POST Response
Connect REST form - PUT Request
Connect REST form - PUT Response
Connect REST form - DELETE Request
Connect REST form - DELETE Response
Connect REST form – Completing the Service tab
More about Connect REST rules
About Connect SAP rules
Connect SAP rules - Completing the Create, Save As, or Specialization form
SAP Connector rules – Completing the Faults tab
SAP Connector form – Completing the Request tab
SAP Connector Form – Completing the Response tab
Connect SAP form – Completing the Service tab
SAP Connector Form – Completing the Advanced tab
SAP Connector rules – Understanding the WSDL tab
More about SAP connector rules
About Connect SAPJCo rules
Connect SAPJCo rules - Completing the Create, Save As, or Specialization form
Connect SAPJCo form – Completing the Constructor tab
Connect SAPJCo form – Completing the Method tab
Connect SAPJCo form – Completing the Service tab
More about Connect SAPJCo rules
About Connect SOAP rules
Connect SOAP rules – Completing the Create, Save As, or Specialization form
SOAP Connector rules – Completing the Faults tab
SOAP Connector form – Completing the Request tab
Connect SOAP form - Completing the Response tab
Connect SOAP form – Completing the Service tab
SOAP Connector form – Completing the Advanced tab
SOAP Connector rules – Understanding the WSDL tab
More about SOAP connector rules
About Connect SQL rules
Connect SQL rules - Completing the Create, Save As, or Specialization form
Connect SQL form - Completing the Browse tab
Connect SQL form - Completing the Delete tab
Connect SQL form - Completing the Open tab
Connect SQL form - Completing the Save tab
Connect SQL form - Data Mapping
More about Connect SQL rules
RDB SQL rules (Rule-RDB-SQL)
Using attachments with REST, SOAP, SAP, dotNet, and HTTP connectors and services
Handling connector exceptions
Integration Mapping category
About eForm file rules
eForm File rules - Completing the Create or Save As form
eForm File rules - Completing the Main tab
More about eForm File rules
Map eForm rules
Map eForm rules - Completing the Create, Save As, or Specialization form
Map eForm Rules - Completing the Mapping tab
Map eForm rules - Completing the Pages & Classes tab
More about Map eForm rules
Map Structured rules
Map Structured rules - Completing the Create, Save As, or Specialization form
Map Structured rules - Completing the Mapping tab
Map Structured rules - Completing the Pages & Classes tab
More about Map Structured rules
Parse Delimited rules
Parse Delimited rules - Completing the Create, Save As, or Specialization form
Parse Delimited form - Completing the Parse Rules tab
More about Parse Delimited rules
How to unit test a Parse Delimited rule
About Parse Normalize rules
Parse Normalize rules - Completing the Create, Save As, or Specialization form
Parse Normalize form - Completing the Parse tab
Parse structured rules
Creating a parse structured rule
Security tab on the Parse Structured form
Steps tab on the Parse Structured form
How to unit test a Parse Structured rule
Parse XML rules
Parse XML rules - Completing the Create, Save As, or Specialization form
Parse XML form - Completing the Mapping tab
Parse XML rules - Completing the Pages & Classes tab
Parse XML form - Completing the XML tab
More about Parse XML rules
How to unit test a Parse XML rule
Parse XML form - Completing the Mapping tab (Version 5.4 fields)
Parse XML form - Completing the Validate tab
XML Stream rules
XML rules - Completing the Create, Save As, or Specialization form
XML Stream form - Completing the Mapping tab
XML Stream form - Completing the Pages & Classes tab
XML Stream form - Completing the XML tab
More about XML Stream rules
Integration Resources category
Connect Request Processor data instances
Connect Request Processor – Completing the New or Save As form
Connect Request Processor form - Dequeuing Options tab
Connect Request Processor form - Queuing Options tab
About Email Account data instances
Email Accounts – Completing the New or Save As form
Email Account form – Completing the Email Account tab
More about Email Account data instances
Sending digitally signed email
Initial Email Account instances (Data-EmailAccount)
About Email Listener data instances
Email listeners – Completing the New or Save As form
Email Listener form – Completing the Process tab
Email Listener form – Completing the Properties tab
More about Email Listener data instances
About File Listener data instances
File Listeners – Completing the New or Save As form
File Listener form – Completing the Properties tab
File Listener form – Completing the Process tab
File Listener form – Completing the Error tab
File Listener data instances
About FTP Server data instances
FTP Servers – Completing the New or Save As form
FTP Server form – Completing the Environment tab
More about FTP server data instances
Integration systems
Creating an integration system
Changing an integration system icon
About Interface Generator data instances
Interface Generator form - About the Name
Interface Generator form – Understanding the Definition tab
About JCA Resource Adapter data instances
JCA Resource Adapter form – Completing the New or Save As form
JCA Resource Adapter form – Completing the Connection tab
JCA Resource Adapter form - Completing the ConnectionSpec tab
JCA Resource Adapter form – Completing the MetaData tab
About JMS Listener data instances
JMS Listener data instances – Completing the New or Save As form
JMS Listener form – Completing the Listener Properties tab
JMS Listener form – Completing the JMS Properties tab
More about JMS Listener data instances
About JMS MDB Listener data instances (Data-Admin-Connect-JMSMDBListener)
JMS MDB Listener data instances – Completing the New or Save As form
JMS MDB Listener form – Completing the Listener Properties tab
JMS MDB Listener form – Completing the JMS Properties tab
More about JMS MDB Listener data instances
About JMS Producer Model data instances
JMS Producer Model data instances – Completing the New or Save As form
JMS Producer Model form – Completing the Model tab
About JMS Transport data instances
JMS Transport data instances – Completing the New or Save As form
JMS Transport form – Completing the JMS tab
JMS Transport form – Completing the Request tab
About JNDI Server data instances
JNDI Server data instances – Completing the New or Save As form
JNDI Server form – Completing the Environment tab
JNDI Server form – Completing the Custom Properties tab
More about JNDI Server data instances
About MQ Listener data instances
MQ Listeners – Completing the New or Save As form
MQ Listener form – Completing the Listener Properties tab
MQ Listener form - Completing the Properties tab
More about MQ Listener data instances
About MQ Server data instances
MQ Servers – Completing the New or Save As form
MQ Server form – Completing the Environment tab
Service Request Processor data instances
Service Request Processor – Completing the New or Save As form
Service Request Processor form – Queuing Options tab
Service Request Processor form – Dequeuing Options tab
About Service Package data instances
Service Package data instances – Completing the New or Save As form
Service Package form – Completing the Context tab
Service Package form – Completing the Pooling tab
More about Service Package data instances
Integration-Services category
About Service BPEL rules
Service BPEL rules - Completing the Create, Save As, or Specialization form
Service BPEL form - Completing the Methods tab
Service BPEL form - Completing the Deployment Tab
More about Service BPEL rules
About Service COM rules
Service COM rules - Completing the Create, Save As, or Specialization form
Service COM form - Completing the Service tab
Service COM form - Completing the Parameters tab
Service COM form - Completing the Exceptions tab
More about Service COM rules
Service dotNet rules
Service dotNet rules - Completing the Create, Save As, or Specialization form
Service dotNet form - Completing the Service tab
Service dotNet form - Completing the Request tab
Service dotNet form - Completing the Response tab
Service dotNet form - Completing the Faults tab
Service dotNet form - Completing the XML Page tab
More about Service dotNet rules
How to unit test a Service dotNet rule
About Service EJB rules
Service EJB rules - Completing the New or Save As form
Service EJB form - Completing the Service tab
Service EJB form - Completing the Parameters tab
Service EJB form - Completing the Exceptions tab
More about Service EJB rules
How to unit test a Service EJB rule
Service Email rules
Service Email rules - Completing the Create, Save As, or Specialization form
Service Email form – Completing the Service tab
Service Email form – Completing the Request tab
Service Email form – Completing the Response tab
More about Service Email rules
How to unit test a Service Email rule
Service File rules
Service File rules - Completing the Create, Save As, or Specialization form
Service File form - Completing the Service tab
Service File form - Completing the Method tab
Service File form - Completing the Request tab
More about Service File rules
How to unit test a Service File rule
Service HTTP rules
Service HTTP rules - Completing the Create, Save As, or Specialization form
Service HTTP form - Completing the Service tab
Service HTTP form - Completing the Request tab
Service HTTP form - Completing the Response tab
More about Service HTTP rules
Service Java rules
Service Java rules - Completing the Create, Save As, or Specialization form
Service Java form - Completing the Service tab
Service Java form - Completing the Parameters tab
Service Java form - Completing the Exceptions tab
More about Service Java rules
Service JMS rules
Service JMS rules - Completing the Create, Save As, or Specialization form
Service JMS form - Completing the Service tab
Service JMS form - Completing the Request tab
Service JMS form - Completing the Response tab
More about Service JMS rules
How to unit test a Service JMS rule
Service JSR94 rules
Service JSR94 rules - Completing the Create, Save As, or Specialization form
Service JSR94 form - Completing the Service tab
Service JSR94 form - Completing the Request tab
Service JSR94 form - Completing the Response tab
Service JSR94 form - Completing the Exceptions tab
More about Service JSR94 rules
How to unit test a Service JSR 94 rule
Service MQ rules
Service MQ rules - Completing the Create, Save As, or Specialization form
Service MQ form - Completing the Service tab
Service MQ form - Completing the Request tab
Service MQ form - Completing the Response tab
More about Service MQ rules
How to unit test a Service MQ rule
Service Portlet rules
Service Portlet rules - Completing the Create, Save As, or Specialization form
Service Portlet form - Completing the Portlet tab
Service Portlet form - Completing the Portlet 2.0 JSR-286 tab
More about Service Portlet rules
Service REST rules
Service REST form - Completing the Create, Save As, or Specialization form
Service REST form - Completing the Service tab
Service REST form - Completing the Methods tab
More about Service REST rules
Distinct URI specification for service REST rules
URI template component requirements
Service REST monitoring
Configuring Service REST rule monitoring
Viewing Service REST monitoring results
Immediately purging Service REST invocation history
Automatically purging invocation history
Service SAP rules
Service SAP rules - Completing the Create, Save As, or Specialization form
Service SAP form - Completing the Service tab
Service SAP form — Completing the Request tab
Service SAP form - Completing the Response tab
Service SAP form - Completing the Faults tab
Service SAP form - Completing the XML Page tab
Service SAP form - Completing the Advanced tab
Service SAP form - Working with the Test Cases tab
More about Service SAP rules
How to Unit Test a Service SAP Rule
Service SAPJCo rules
Service SAPJCo rules - Completing the Create, Save As, or Specialization form
Service SAPJCo form - Completing the Service tab
Service SAPJCo form - Completing the Parameters tab
Service SAPJCo form - Completing the Exceptions tab
More about Service SAPJCo rules
Service SOAP rules
Service SOAP rules - Completing the Create, Save As, or Specialization form
Service SOAP form - Completing the Service tab
Service SOAP form — Completing the Request tab
Service SOAP form - Completing the Response tab
Service SOAP form - Completing the Faults tab
Service SOAP form - Completing the XML Page tab
Service SOAP form - Completing the Advanced tab
Service SOAP form - Working with the Test Cases tab
More about Service SOAP rules
About Service Type data instances
Service Type data instances – Completing the Save As form
Service Type form - Completing the Deployment tab
Service Type form - Completing the Listener tab
How to call through Java-based services
How to provide test data when unit testing service rules
About Class Generator data instances
About Connect Generator data instances
About Metadata Converter data instances
Metadata Converter – Completing the New or Save As form
Metadata Converter form - Completing the Definition tab
Endpoint security for CORS policies
Cross Origin Resource Sharing (CORS)
Cross Origin Resource Sharing - Completing the Create or Save As form
Policy Definition tab on the Cross Origin Resource Sharing form
About Registry Java Property Transform data instances
Registry Java Property Transform data instances - Completing the Save As form
Registry Java Property Transform form – Completing the Entry tab
Kafka data instances
Creating a Kafka configuration instance
SMS accounts
Creating an SMS account
Securing your application
Attribute-based access control
Enabling attribute-based access control
Creating an access control policy
Masking property visibility for users
Creating an access control policy condition
Security attributes markings
Storage of operator security attributes
One Of and All Of conditions
Access control policy condition performance
Hierarchical attributes
Reviewing access control policies
Verifying access control policies
Changing attributes on a case
Discovery features for access control policies
Customization of Discovery gadgets
Enabling discovery features for access control policies
Adding a Discovery gadget to a customized user interface
Access Manager
Case type authorization
Viewing authorizations for case type items in a single access group
Editing authorizations for case type items in a single access group
Viewing authorizations for case type items in all access groups
Viewing authorizations for case type flows and flow actions in a single access group
Editing authorizations for case type flows and flow actions in a single access group
Tools authorization
Application tools
Viewing tools authorization for a single access group
Viewing tools authorizations in all access groups
Editing tools authorization for a single access group
User privilege authorization
Standard privileges
Granting privileges by using Access Manager
Reviewing user privileges for a role by using Access Manager
Customizing privileges
Groups & Roles
Access groups
Viewing access groups and operators
Controlling role evaluation for access groups
Updating access groups by submitting a request to an active instance
Access roles
Adding an access role to an application
Editing access roles
Standard access roles
Privilege inheritance for access roles
Turning on privilege inheritance for access roles
Viewing operations available to access role assignees
Viewing activities available to access role assignees
Rule and data change auditing
Enabling security auditing
Customizing the memo text for an audited rule
Changes in aggregate properties
Security Event Configuration
Selecting a security event to monitor
Adding a custom security event
Rule Security Analyzer
Searching for security vulnerabilities
Analyzing security vulnerability search results
Types of ciphers
Configuring the platform cipher
Viewing keystore usage history in the platform cipher
Forcing data key rotation in the platform cipher
Configuring a custom cipher
Security Policies
Managing security policies
Security policies settings
Displaying the Security Audit Log
Restricting access to your application
Operator Access
Disabling an operator
Enabling operators
Unlocking an operator
Cross-Site Request Forgery landing page
Enabling Cross-Site Request Forgery settings
HTTP response headers
Creating a custom application header
Testing a custom application header
Creating a JSON Web Token from a token profile
Configuring activities to generate a JSON Web Token
Processing a JSON Web Token
Configuring an activity to process a JSON Web Token
Previewing the JSON Web Token profile
Cross-origin resource sharing (CORS) policies
Creating a cross-origin resource sharing (CORS) policy
Mapping an endpoint to a cross-origin resource sharing (CORS) policy
Security rules and data
Access Control Policy rule
Creating an Access Control Policy
Access Control Policy Condition rule
Creating an Access Control Policy Condition
Access Deny rules
Access Deny rules - Completing the New or Save As form
Access Deny form – Completing the Security tab
More About Access Deny rules
Access groups
Creating an access group
Adding a role to an access group
Assigning work pools to an access group
Configuring advanced settings for access groups
Configuring access control for an access group
Defining a run-time configuration for an access group
Defining an offline configuration for an access group
Defining a design-time configuration for an access group
Viewing the operators in an access group
Work pools and access groups
Access of Role to Object rules
Creating an Access of Role to Object rule
Defining permissions by using Access of Role to Object rules
Specifying privileges for an Access of Role to Object rule
Defining access settings for an Access of Role to Object rule
Listing Access of Role to Object rules
Standard Access of Role to Object rules
Access roles
Creating an access role
Configuring an access role
More about access roles
Access When rules
Access When rules –
Access When form — Completing the Conditions tab
Access When form – Completing the Pages & Classes tab
Access When form — Advanced tab
Viewing generated Java code of Access When rules
Application ID data instances
Application ID data instances –
Application ID form – Completing the Security tab
Authentication profiles
Creating an authentication profile
Configuring a Basic authentication profile
Configuring an NTLM authentication profile
Configuring an OAuth 1.0a authentication profile
Configuring an OAuth 2.0 authentication profile
Configuring an Amazon Web Services authentication profile
Configuring a Microsoft Azure authentication profile
Authentication services
Creating an authentication service
Configuring a SAML SSO authentication service
Configuring the identity provider for a SAML SSO authentication service
Mapping operator information for a SAML SSO authentication service
Specifying preauthentication and postauthentication activities for a SAML SSO authentication service
Requiring reauthentication for new and expired sessions for a SAML SSO authentication service
Configuring operator provisioning for a SAML SSO authentication service
Overriding the service provider settings for a SAML SSO authentication service
Enforcing policies from the Security Policies landing page
Activating your SAML SSO authentication service
Configuring a custom or Kerberos authentication service
Specifying the binding parameters for a custom authentication service
Identifying the operator for custom authentication services
Specifying the binding parameters for a Kerberos authentication service
Identifying the operator for Kerberos authentication services
Configuring the challenge behavior for custom or Kerberos authentication services
Configuring the timeout behavior for custom or Kerberos authentication services
Mapping additional operator information for custom or Kerberos authentication services
Configuring an OpenID Connect authentication service
Configuring the identity provider for an OpenID Connect authentication service
Configuring the identity provider for an OpenID Connect authentication service – Advanced Configuration
Mapping operator information for an OpenID Connect authentication service
Specifying preauthentication and postauthentication activities for an OpenID Connect authentication service
Configuring operator provisioning for an OpenID Connect authentication service
Enforcing policies from the Security Policies landing page
Activating your OpenID Connect authentication service
More about authentication services
Defining client-based access control rules
Client-based access control
Creating a client-based access control rule
Configuring a client-based access control rule
Configuring client-based access control for a non-Pega data source
Specifying a client-based access control rule on an abstract class
Content security policies
Creating a content security policy
Configuring a content security policy
Allowing a website as an exception to a content security policy directive
Identity mapping
Creating an identity mapping data instance
Keystores
Creating a keystore
Configuring a keystore by uploading a file
Configuring a keystore by using a file reference
Configuring a keystore by using a URL reference
Configuring a keystore by using a data page reference
Creating a data page for a keystore
Creating a data page activity for a keystore
Configuring a keystore for a master key from a custom source
Creating a data page for a master key from a custom source
Creating a data page activity for a master key from a custom source
Configuring an Amazon Key Management Service (KMS) keystore
Changing the default keystore caching settings
Setting up an OAuth 2.0 client registration
OAuth 2.0 client registrations
Creating and configuring an OAuth 2.0 client registration
Setting up an OAuth 2.0 provider
OAuth 2.0 providers
Creating and configuring an OAuth 2.0 provider data instance
Setting up an OAuth 1.0 client
OAuth 1.0 clients
Creating and configuring an OAuth 1.0 client
Operator IDs
Creating an operator ID
Deleting an operator ID
Profile tab on the Operator ID form
Work tab on the Operator ID form
Security tab on the Operator ID form
Privileges
Creating a privilege
Requiring a privilege for a rule
Viewing the roles that have a privilege
Property security rules
Creating a property security rule
Configuring a property security rule
Regular Expression rules
Parse transforms
Parse transform collections
Parse infer rules
Creating a Regular Expression rule
Setting rules
Creating a setting
Configuring a setting
System Security data instances
System Security data instances – Completing the New or Save As form
System Security form - Completing the Authentication tab
Token profile data instance
Creating a token profile
Web service policy data instances
Creating a web service policy data instance
Web Service Security profile
Creating a WS-Security profile data instance
Defining outbound SOAP messages for WS-Security profile data instances
Defining inbound SOAP messages for WS-Security profile data instances
Defining keystores for WS-Security profile data instances
Security guidelines for custom HTML
Security guidelines for test environments
Troubleshooting tools and techniques
Troubleshooting newly created rules
Finding the class of a rule
Tracer tool
Tracer best practices
Duplicate trace error
Configuring trace conditions
Configuring Tracer settings
Tracer events to trace
Tracer event types to trace
Rulesets to trace
Reducing Tracer event output
Setting the number of lines to display in Tracer
Adjusting the buffer size of the Tracer header
Tracer event queue overflows
Sending Tracer output to a file
Setting breakpoints in the Tracer tool
Setting watch variables in the Tracer tool
Selecting a session to trace
Tracing and capturing events
Tracing services
Cluster-wide tracing of service rules
Viewing Tracer results in the Tracer window
Tracer results window
Clipboard tool
Using the Clipboard tool
Searching for properties or values on the clipboard
Adding a user page to the Clipboard
Measuring clipboard size
Indirect pages
Log files tool
Viewing logs
Downloading log files
Viewing log files in an external log viewer
Log categories
Log levels for log categories
Creating log categories
Renaming Pega logs
Rolling a log file
Log file appenders
My Alerts display
Parsing the alert log
Suppressing sensitive data in alerts
Summarizing the alert log
Alerts
Alert format
Rule resolution
Rule resolution exceptions
Ruleset list layers
Ruleset list usage during rule resolution
Using pattern inheritance for rule resolution
Viewing your application ruleset list
Viewing and resolving errors
Viewing in-progress and completed wizards
Viewing rule history
Viewing rule versions
Viewing the generated Java of a rule
Viewing the XML of a rule
Previewing a rule
Connector Simulator
Regular Expression tool
DateTime Parse Tester tool
Revalidate and Save tool
Validation tool
Help - Using the Revalidate and Save tool
Application Structure landing page
Ruleset Stack tab
Ruleset Prerequisites tab
Referencing Applications tab
Access Groups & Users tab
Other Applications tab
Rules development
Exploring the rules in your application
Finding rules by type
Finding rules by class
Finding rules by name
Finding rules by dependency
Finding rules by custom field
Selecting a rule in the Find Rules by Custom Field wizard
Find Rules by Custom Field Wizard - Step 2
Find Rules by Custom Field Wizard - Step 3
Find Rules by Custom Field Wizard - Step 4
Comparing rules by version
Comparing rules by system
Using the Rulebase Compare wizard — Step 1: Enter System Info
Using the Rulebase Compare wizard — Step 2: Select Instances
Using the Rulebase Compare wizard - Step 3: Display Summary
Using the Rulebase Compare wizard — Step 4: Display Report
Bookmarking a rule
Searching for a rule
Reporting on rules
Viewing the heat map
Viewing and running inventory reports
Reviewing exposed properties
Creating a rule
Organizing rules
Rulesets
About the Ruleset Maintenance wizard
RuleSet Maintenance wizard step 1
RuleSet Maintenance wizard step 2
RuleSet Maintenance wizard step 3
RuleSet Maintenance — Locked Rules
RuleSet Maintenance — Checked-Out Rules
Versions tab on the Ruleset form
Security tab on the Ruleset form
Category tab on the Ruleset form
Application Validation mode ruleset
Creating a ruleset and ruleset version
Completing the Create RuleSet Version form
Create RuleSet Version form fields
Completing the Save As RuleSet form
Creating branch rulesets
Deleting a ruleset
Creating a class
Class hierarchy and inheritance
Class layers
Classes
General tab on the Class form
Locking tab on the Class form
Advanced tab on the Class form
External Mapping tab on the Class form
External classes
About the Delete a Class wizard
Using the Delete a Class wizard - Step 1: Select Class to Delete
Using the Delete a Class wizard - Step 2: Display Classes to Delete
Using the Delete a Class wizard - Step 3: Display Results
Using the Delete a Class wizard - Step 4: Display References
Using the Delete a Class wizard - Step 5: Display References
About the Rename a Class wizard
Using the Rename a Class wizard
Using the Rename a Class wizard — Step 1
Using the Rename a Class wizard — Step 2
Using the Rename a Class wizard — Step 3
Using the Rename a Class wizard — Step 4
Using the Rename a Class wizard — Step 5
Using the Rename a Class wizard — Step 6
Using the Rename a Class wizard — Step 7
Deleting a rule
Restrictions on deleting rules
Recovering a deleted rule
Changing the scope of a rule
Moving rules
Setting rule status and availability
Troubleshooting final rules
Troubleshooting blocked rules
Extension points
Creating a specialized or circumstance rule
Creating a circumstance template
Circumstance templates
Creating a circumstance definition
Circumstance rule examples
Circumstance definitions
Creating a redirected rule
Redirected rule
Base rules
Finding rules by circumstance
Specializing a case type
Defining the input parameters of a rule
Prompting users for parameter values
Defining the pages and classes of a rule
Page names and reserved pages
Skim to create a higher version
Adding a custom field
Checking out a rule
Checking out a rule to a branch
Private checkout
Performing a private checkout
Standard rule checkout
Rule checkout notes
Rule checkout tips
Personal ruleset
Viewing your checkouts and accessing bulk actions
Deleting checkouts in bulk
Opening checkouts in bulk
Checking in a rule
Configuring the rule check-in approval process
Rule check-in process
Checking in files in bulk
Restoring the earlier state of a rule
Rule restoration
Branch development
Creating branches and branch rulesets
Adding branches to your application
Creating branches
Rule development in branches
Developing branches with libraries and functions
Adding system branches
Branch operations
Viewing branch information
Reordering branches
Locking a branch
Packaging a branch
Removing a branch from an application
Deleting a branch from the system
Branch reviews
Creating a branch review
Modifying a branch review
Deleting a branch review
Closing a branch review
Reopening a branch review
Reviewing branches
Branch merging
Merging branches into target rulesets
Submitting a branch into a pipeline
Conflicts and warnings in the Merge Branches wizard
Conflicts in the Merge Branches wizard
Resolving conflicts in the Merge Branches wizard
Addressing warnings in the Merge Branches wizard
Merge branches customization
Continuous integration and delivery pipelines
Configuring a continuous integration and delivery pipeline
File storage and knowledge management repositories
Creating a repository for continuous development
Enabling the Pega repository type
Adding a branch from a repository
Publishing a branch to a repository
Creating a custom repository type
Rule rebasing
Enabling ruleset versions for Pega repositories for rebasing
Rebasing rules to obtain latest versions
Creating a toggle
Reviewing and editing toggles
Managing your system
System management
System settings
Changing the storage destination for the import data wizard, BIX, and file listeners
Temporary files and temporary files directories
System Settings
Resource URLs
Java compiler access to information
System name
Project Management Framework (PMF)
General landing page
Scripting
prpcUtils tool
prpcServiceUtils tool
Service-enabled system management log files
Retrieving service-enabled job status
setupDatabase properties and arguments
Supporting rules
Dynamic System Settings
Creating a Dynamic System Setting
Editing a Dynamic System Setting
Java methods for Dynamic System Settings and System settings
Default Dynamic System Settings data instances
About System data instances
System data instance - Completing the New or Save As form
System form - Completing the Production tab
More about System data instances
System settings
Creating a System setting
System Settings form — Completing the Settings tab
Modifying the prconfig.xml file
Downloading and viewing the prconfig.xml file for a specific node
Downloading the system state
Downloading the system state by using a REST API
Viewing configuration settings
Configuration settings
Node configuration
Node classification
Configuring node types for agents, listeners, job schedulers, and queue processors
Creating configurable node types
Node classification management
Mapping agents to node types
Associating an agent with a node type in a locked ruleset
Mapping listeners to node types
System Node data instances
System Node descriptions - Completing the New or Save As form
System Node form – Completing the Node tab
More about System Node data instances
Pega node types
Multi-node systems
Clusters - Concepts and terms
Balancing HTTP traffic across multiple server nodes
Setting the outbound port for cluster communication
Performing a rolling upgrade (rolling restart)
System Operations
Full-text search
Search indexes
Checking search index status
Enabling classes for search indexing
Excluding properties with access control policies from search results
Specifying custom search properties
Custom search properties
Configuring search to allow filtering on embedded properties
Limitation on page-correlated filters
Creating dedicated indexes
Dedicated search indexes
Deleting dedicated indexes
Data type conflicts in dedicated indexes
Configuring a report definition to run against an Elasticsearch index
Configuring index host nodes
Index host node status
Enabling and disabling encryption for communication among search nodes
Viewing agent information
Configuring automated search notifications
Configuring index host nodes from the user interface
Removing index host nodes by using a direct connection to the database
Viewing the status of an external search service
Rebuilding search indexes
Configuring fuzzy search
Configuring Dynamic System Settings for search
Rebuilding search indexes from the user interface
Rebuilding search indexes by using a direct connection to the database
Node reindexing in a cluster
How to integrate with Apache UIMA
Metrics and system health
Performance
System Performance landing page
System category — System Performance - Rules not using lightweight lists
Viewing the JVM in use on your server
Verbose logging of garbage collection operations
Using garbage collection for memory management
Archiving cases
Creating an archival policy
Scheduling case archival
Reviewing archived case data
Managing your case archival process
Monitoring the progress of your case archival process
Configuring archive settings
Configuring purge cycle settings
System category — Static Assembler page
Static content
Deploying static content to an edge server
Caching
Static content cache
RuleFileServlet servlet
HTTP compression of static files
Tools
About the Performance tool
Performance tool — Using the summary display
About the Performance Profiler landing page tab
Performance tool — Interpreting the Performance Summary Chart
Performance tool — Statistics for services in the SERVICES-PAL log
Performance tool — Using the full details display
Working with the Shutdown Rule Usage facility
Detecting lengthy service operations
Verifying that an instance is running
How to analyze system-wide usage with the Log-Usage class
Licenses
Creating a license
Classifying rules for license compliance
License compliance
Class Management landing page
Module version report
Generating the module version report
System - Predictive Diagnostic Cloud
The Pega Platform database
Database basics
Database naming conventions
Identifying a schema within a database instance
Database tier architecture
Split schema database architecture
Replicated and split databases
Database tables and columns
Table basics
Classes and Properties landing page
Property tree tab
Database Class Mappings tab
Clone Class Group tab
Database table primary key (handle)
Handle usage
Determining if a handle exists
Finding the handle of an object
How database tables are located
Database foundation classes
Hybrid data storage model (pzPVStream BLOB)
Creating a separate table for a child class
Table types
Default database tables (Data-Admin-DB-Table)
Case tables
Work item reports
Segregating cases
Work item history types
Assignment tables
Rules tables
History tables
Data object tables
Index tables
Link tables
Log tables
System tables
pr_other table
Database indexes
Database views
Property optimization
Planning for property optimization
Optimizing properties in Select values gadget
Optimizing properties from the user interface
Exposing properties and populating database columns
Viewing column population jobs
Canceling column population jobs
Schema modification using the Modify Schema wizard
Viewing the database schema using the Modify Schema wizard
Exposing properties using the Modify Schema wizard
Exposing embedded properties
Column Populator tool
Populating properties by submitting a request to an active instance
Populating properties by using a direct connection to the database
Example Column Populator Configurations
Database administration and performance
System Database landing page
Platform generated schema changes
Stored procedures
Viewing and modifying schema information
Viewing schema changes
Schema optimization
Optimizing schema
Declarative indexes
Setting up a declarative index
Logging for Pega Cloud schema operations
Schema Tools
Viewing database schema information
Initial database schema
Viewing column BLOB size
Increasing column lengths
Adding and deleting indexes
Defragmenting tables
Updating statistics
Viewing history
Scheduling schema updates
Updating PegaRULES after external schema changes
Table growth
Tablespace planning
Table trimming, purging, and archiving
Table turnover rates
Counting the rows in a database table
Database request troubleshooting
Selecting database trace options
Viewing Database Tracer results in Excel
Truncated property values
Database schema debugging
Testing SQL queries
Exporting previously run query results
Viewing previously run queries
Query Inspector
Generating an explain plan
Batch insert, delete, and update operations
Database security
Limiting connections to the PegaRULES database
Configuring read-only database access
Storage stream encryption of selected classes
Encrypting the Storage Stream
Properties — Implementing and using the TextEncrypted type
Supporting rules
Class groups
Creating a class group
Keys tab on the Class Group form
Locks tab on the Class Group form
Duplicating a class group
Database data instances
Database data instances - Completing the New or Save As form
Database form - Completing the Advanced tab
Database form - Completing the Database tab
More about Database data instances
About Declare Index rules
Declare Index rules - Completing the New or Save As form
Declare Index form - Completing the Indexes tab
Declare Index form - Completing the Pages & Indexes tab
More about Declare Index rules
Background processing
Queue Processor rules
Replacing an agent with a Queue Processor rule for real-time messages
Replacing an agent with a Queue Processor rule for delayed messages
Creating a Queue Processor rule
Node classification for Queue Processor rules
Stream node configurations for a Queue Processor rule
Job Scheduler rules
Replacing an agent with a Job Scheduler rule
Creating a Job Scheduler rule
Configuring the Job Scheduler rule thread pool
Configuring the Performance tool for Job Scheduler rules
Agents
Agents rules
Agents rules — Completing the Create, Save As, or Specialization form
Agents rule form — Completing the Security tab
Agents rules – Completing the Schedule tab
Agents rule form – Completing the Nodes tab
More about agents rules
Pega-AutoTest agents
Pega-DecisionEngine agents
Pega-EndUserUI agent
Pega-ImportExport agent
Pega-IntSvcs agents
Pega-ProcessEngine agent
Pega-ProCom agents
Pega-RuleRefactoring agent
Pega-RULES agents
Pega-RulesEngine agents
Agent schedule data instances
Agent schedule data instances – Key parts
Agent schedule data instances – Completing the Schedule tab
Agent schedule data instances – Completing the Security tab
More about agent schedule data instances
Initial Agent Schedule data instances
Master agents
Agent management
Listener management
Debugging listeners by using remote logging
Agent queue management
Requestor Type data instances
Creating a requestor type
Requestor Type form – Definition tab
Requestor Type form – Activities tab
More about Requestor Type data instances
AsyncProcessor requestor type
Passivation
Passivation and requestor timeouts
Page passivation
Timeout passivation
HTTP session passivation
Passivation storage
SystemCleaner passivation settings
Passivation and activation
Setting a custom passivation mechanism
HA Cluster Management
Troubleshooting long-lived clipboard pages
Reporting on passivated requestors
Distinguishing passivation from EJB passivation
High availability
Overview of high availability
High availability architecture
Privileges and roles for high availability management
Checklist for rolling out high availability
Configuring a highly available environment
Load balancers
Configuring session affinity
Application tier architecture
Single sign-on
Shared filesystem storage
Server redundancy
Enterprise configuration of high availability
High availability developer environments
Managing high availability environment variable settings
Configuring ruleset update behavior
Updating and upgrading highly available systems
High availability update process
Migrating rules to a new schema
Migrating auto-generated rules
Quiesce behavior during upgrades
Methods for quiescing a node
Immediate drain quiesce
On-premises quiesce flow
Quiescing a node by using immediate drain
Slow drain quiesce
Quiescing a node by using slow drain
Cluster management
HA Cluster Management
HA Cluster Settings
Cluster management using Autonomic Event Services (AES)
Cluster management using MBeans
HA Cluster Management
High availability integration services
Listeners
Service packages
Service request processors
Service rules
Crash recovery
Server crash recovery
Browser crash recovery
Dynamic containers and HTML5
Enabling crash notification
Enabling periodic work recording
System category - Upgrade page
Hotfix management
Obtaining a hotfix catalog
Obtaining hotfixes
Scanning the system for hotfixes
Scanning the system from the user interface
Scanning the system by submitting a request to an active instance
Scanning the system by using a direct connection to the database
Obtaining hotfix packages
Preparing to install hotfixes
Reviewing hotfixes
IBM Db2 for z/OS: Preparing to import an application with schema changes and a separate DB-Admin-DB-Name
Applying database schema changes
Creating an SQL script from the user interface
Creating an SQL script by submitting a request to an active instance
Creating an SQL script by using a direct connection to the database
Installing hotfix packages
Installing hotfixes from the user interface
Installing hotfixes by submitting a request to an active instance
Installing hotfixes by using a direct connection to the database
Verifying hotfix installation results
Rolling back hotfixes
Rolling back hotfixes from the user interface
Rolling back hotfixes by submitting a request to an active instance
Rolling back hotfixes by using a direct connection to the database
Committing hotfixes
Committing hotfixes from the user interface
Committing hotfixes by submitting a request to an active instance
Committing hotfixes by using a direct connection to the database
Hotfix Manager fields and controls
Restore points
Listing restore points
Creating a restore point
Deleting a restore point
Getting detailed information about a restore point
Rolling back to a restore point
Updating cloned tables after an upgrade or update
Updating cloned tables from Dev Studio
Updating cloned tables from the command line
Copying a class structure
Upgrading Get Next Work performance
Upgrading cases and followers
Toggle Management landing page
Supporting rules
Product rules
Creating a product rule by using the create menu
Editing a product rule
Specifying the content of a product rule
Listing product dependencies
Specifying product rule deployment options
Adding historical information to a product rule
Previewing and creating the product file
About System Target data instances
System Target data instances – Completing the Key form
System Targets form – Completing the Connection tab
Tools for migrating rules and data
Application Distribution landing page
Export gadget
Exporting rules to create an archive
Import wizard landing page
Selecting a file to import
Setting advanced mode and reviewing the archive contents
Viewing and applying schema changes
Inserting new instances by importing an archive
Addressing older instances in an import archive
Automatically populating new columns in existing tables
Scheduling indexes for population
Resolving pre-existing rule conflicts
Migration by using the Distribution landing page
Migrating rules and data
Deployment — Concepts and terms
Pre-import and post-import collections
Creating pre-import steps
Creating post-import steps
Pre-import action properties
Post-import action properties
Rule Compare utility
Comparing rule versions with the rule compare utility
Comparing rule versions on the History tab
Application Packaging wizard
Packaging an application by using the Application Packaging wizard
Product migration
Migrating products from the command line
Installing the command-line tool
Configuring the source and target systems
Migrating products
Viewing the status of product migration
Canceling the product migration
Command-line tool actions
Resolving conflicts when importing an archive using the command-line utility
Migrating products from the user interface
Starting the wizard
Selecting the product and target systems
Authenticating target systems
Viewing migration results
Package Work wizard
Package Work wizard — Step 1: Enter Description form
Package Work wizard — Step 2: Enter Criteria form
Package Work wizard — Step 3: Select Work Classes form
Package Work wizard — Confirmation form
Purge/Archive wizards
Using the Purge/Archive Configuration wizard —
Using the Purge/Archive Configuration wizard — Step 2: Select Work Types form
Using the Purge/Archive Configuration wizard – Step 3: Choose Filtering Criteria form
Using the Purge/Archive Configuration wizard —
Using the Purge/Archive Scheduling wizard — Work Pool and Name form
Using the Purge/Archive Scheduling wizard – Select Archive Settings form
Using the Purge/Archive Schedule wizard — Work Object wizard form
Using the Purge/Archive Scheduling wizard — Show Summary form
Using the Purge/Archive Scheduling wizard — ProcessArchival Flow Link form
Using the Purge/Archive Scheduling wizard — Reschedule Archival form
Using the Purge/Archive Scheduling wizard — Start Archival Process form
Using the Purge/Archive Configuration wizard — Schedule Archival Process form
About the Search/Replace a String wizard
Generating a DDL file of schema changes from the command line
Exporting rules and data by submitting a request to an active instance
Exporting rules and data by using a direct connection to the database
Importing rules and data by submitting a request to an active instance
Importing rules and data by using a direct connection to the database
Finding legacy rules in sections
Importing the legacy ruleset from the Resource Kit
Using the Global Resource Settings feature
Fields that support the Global Resource Settings syntax
Multitenancy
Benefits of multitenancy
Multitenant architecture
Multitenant core concepts
Tenant representation in multitenancy
Multitenancy planning
Multitenant system deployment planning
Multitenancy Installation
Multitenant application development
Application layering in multitenancy
Multitenant SDLC model
Tenant development restrictions
Build logs
Multitenant security
Roles, access groups, and privileges
File system temporary directory
Tenant life cycle administration
Tenant management
Tenant life cycle
Viewing tenant information
Adding tenants and administrators
Managing tenants
Deleting tenants
System category — System-Tenant Management page — Overview, Create, Manage tabs
Multitenancy SOAP services
CreateTenant service
DeleteTenants service
GetDeleteTenantsStatus service
GetTenantDetails service
GetTenantStatus service
Tenant instances
Tenant instances – Completing the General tab
System limits and maximums
Reference
Pega API
Securing the Pega API
Pega API system management privileges
Pega API HTTP status codes and errors
Configuring cross-origin resource sharing (CORS) for the Pega API
PublicAPI
Rules by name
Developer utilities
Activities
Creating an activity
Steps tab on the Activity form
Activity form - Completing the Steps tab - Entering Method parameters
Activity form - Completing the Steps tab - Entering preconditions
Defining step transitions in an activity
Repeating steps in an activity
Security tab on the Activity form
Defining the local variables for an activity
Activity form - how to create activities for flows
Intelligent routing
Activities and Data Transforms - Reserved names for parameters and local variables
Saving data in a data page when running an activity
Methods and instructions
method
Methods and instructions by function
Methods and instructions by name
Activity-Clear-Status method
Activity-End method
Activity-List-Add method
Activity-Set-Status method
Apply-DataTransform method
Apply-Model method
Apply-Parse-Delimited method
Apply-Parse-Structured method
Apply-Parse-XML method
Assert-No-Invocation method
Assign-EstablishContext method
Branching to another activity
Calling another activity
Call instruction parameters
Passing Page Name parameters
Decision Management methods
Adaptive model methods
Obtaining predictor information
Training adaptive models
Deleting adaptive models
Data flow methods
Running a data flow
Running a data flow in single mode
Specializing activities
Managing data flows
Monitoring data flows
Decision data methods
Running decision data instances
External data flow methods
Creating and starting an external data flow run
Starting an external data flow run
Stopping an external data flow run
Deleting an external data flow run
Restarting an external data flow run
Retrieving the status of an external data flow run
Interaction methods
Running interactions
Interaction History methods
Adding an association with a customer ID
Deleting an association between interactions and customer IDs
Simulation methods
Creating a simulation run
Starting a simulation run
Strategy methods
Returning a list of propositions
Returning a list of properties
Computing segment logic
Call-Async-Activity method
Call-Function
Using the Collect instruction
Commit method
Object locking
Connect-Atom method
Connect-Cassandra method
Connect-CMIS method
Connect-dotNet method
Connect-EJB method
Connect-File method
Connect-FTP method
Connect-HBase method
Connect-HTTP method
Connect-Java method
Connect-JCA method
Connect-JMS method
Connect-MQ method
Connect-REST method
Connect-SOAP method
Connect-Wait method
DataFlow-Execute method
Configuring the DataFlow-Execute method for a data flow with abstract input
Configuring the DataFlow-Execute method for a data flow with abstract output
Configuring the DataFlow-Execute method for a data flow with abstract input and output (single-case execution)
Configuring the DataFlow-Execute method for a data flow with stream input
Configuring the DataFlow-Execute method for data flows with non-stream input
DataSet-Execute method
Configuring the DataSet-Execute method for Adaptive Decision Manager
Configuring the DataSet-Execute method for Database Table
Configuring the DataSet-Execute method for Decision Data Store
Configuring the DataSet-Execute method for Event store
Configuring the DataSet-Execute method for File
Configuring the DataSet-Execute method for HBase
Configuring the DataSet-Execute method for HDFS
Configuring the DataSet-Execute method for Interaction History
Configuring the DataSet-Execute method for Kinesis
Configuring the DataSet-Execute method for Monte Carlo
Configuring the DataSet-Execute method for a social media data set
Configuring the DataSet-Execute method for Stream
Configuring the DataSet-Execute method for Visual Business Director
End-Validate method
Exit-Activity method
Flow-End method
Flow-New method
History-Add method
History-List method
Index-Finish method
Use of Java in an activity step
Link-Objects method
Using the Load-DataPage method
Log-Message method
Map-Structured method
Obj-Browse method
Obj-Delete method
Obj-Delete-By-Handle method
Obj-Filter method
Obj-List-View method
Obj-Open method
Obj-Open-By-Handle method
Obj-Refresh-and-Lock method
Obj-Save method
Obj-Save-Cancel method
Obj-Sort method
Obj-Validate method
Page-Change-Class method
Changing the class of a page
Page-Clear-Errorlist method
Page-Clear-Messages method
Page-Copy method
Page-Merge-Into method
Page-New method
Page-Remove method
Page-Rename method
Page-Set-Messages method
Page-Unlock method
Page-Validate method
Parse-Byte-Pos method
Parse-Char-Pos method
Parse-Fixed-Binary method
Parse-Packed-Decimal method
Privilege-Check method
Property-Map-DecisionTable method
Property-Map-DecisionTree method
Property-Map-Value method
Property-Map-ValuePair method
Property-Ref method
Property-Remove method
Property-Seek-Value method
Property-Set method
Property-Set-Corr method
Property-Set-HTML method
Property-Set-Messages method
Property-Set-Special method
Property-Set-Stream method
Property-Set-XML method
Property-Validate method
Publish-Notifications
Queue-For-Agent method
Queue-For-Processing method
Queue instruction—run an activity asynchronously
Parameters for the Queue instruction
RDB-Delete method
RDB-List method
RDB-Open method
RDB-Save method
Requestor-Stop method
Rollback method
Using the Rule instruction to support a custom rule type
Show-Applet method
Show-Applet-Data method
Show-HTML method
Show-Page method
Show-Property method
Show-Stream method
Start-Validate method
StringBuffer-Append method
StringBuffer-Insert method
StringBuffer-Reset method
TaskStatus-Set method
Text-Normalize method
Thread-Clear method
Thread-Stop method
Update-Button-Link-Formats
Wait method
Wait-For-Requestor method
Testing method results using a transition
Activities and page messages
How to customize the success and exception windows
How to prevent the display of traceback details
Activities, libraries, and functions
AJAX functionality
Standard activities — Extension points
About Collection rules
Collection rules -
Collection form - Completing the Basic / Advanced Collection tab
Collection form - Completing the Preamble and Stop tab
Collection form - Completing the Specifications tab
Using conditions in a collection
Setting the context of a collection step
Using response actions in a collection
Rule type
Deprecated Collection form
Deprecated Collection form - Completing the Basic / Advanced Collection tab
Deprecated Collection form - Completing the Preamble and Stop tab
Deprecated collection functionality
List rules
List rules -
List form - Completing the Fields tab
More about List rules
Activities that set application preferences for users
Automations
Viewing automations
Automation troubleshooting
Building expressions with the Expression Builder
Expression Builder
Displaying all functions in the Expression Builder
Data type conversions (casting) in expressions and property assignments
Expressions
Working with the Deprecated Expression Builder
Expressions — Examples
Expressions — Operators and precedence
Mathematical operators
Constants in expressions
Utility function instance management
Replacing a function signature with a different signature
Replacing a function signature with a new signature
Replacing a function signature when using branches
Functions in expressions
Methods for calling a function
Built-in and When() functions
Arithmetic functions
DateTime functions
Calling an activity in an expression
Calling an overloaded function
Expression evaluation
Order of evaluation
Add and subtract operations
Multiply, divide, and remainder operations
Comparison operators
Property references in expressions
Clipboard page and property references
Page list expressions in a decision tree
Parts of aggregate property references
Parts of a Page property reference
Parts of lists and groups reference
Symbolic indexes — APPEND, CURRENT, INSERT, LAST, and PREPEND
Obtaining the current index of a page list or page group property
About Constraints rules
Constraints rules -
Constraints form - Completing the Constraints tab
Constraints form - Completing the Pages & Classes tab
More about Constraints rules
About 03-02 Declare Constraint rules (Rule-Declare-Constraint)
About Correspondence Fragment rules
Creating Correspondence Fragment rules
Correspondence Fragment form - Completing the Stream tab
More about Correspondence Fragment rules
Correspondence rules
Correspondence
Creating email correspondence by using a template
Correspondence rules - Completing the New or Save As form
Correspondence form - Completing the Corr tab
Correspondence form - Completing the Security tab
Correspondence form - Completing the Prompts tab
More about Correspondence rules
About Correspondence Type rules
Correspondence Types rules -
Correspondence Types form - Completing the Correspondence tab
Data pages
Data page reference
Data page rules - Completing the Create, Save As, or Specialization form
Data page rules - Using the Definition tab
Data page rules - Using the Load Management tab
Data page rules - Using the Pages & Classes tab
Data page rules - Using the Usage tab
More about data page rules
Creating a data page to save data
Unit testing a data page
Managing read-only data page instance limits
Loading data pages asynchronously
Data pages and parameters
Passing parameters to data pages from UI elements
Passing parameters to data pages from sections
Passing parameters to data pages from non-UI rules
Passing parameters to data pages from autopopulated properties
Removing a data page
Viewing declarative processing with the Tracer tool
Assessing the effect of data page processing on performance
Overriding the default load activity for a Data Page rule
Data Transforms
Data Transforms - Completing the Create, Save As, or Specialization form
Data Transform form - Completing the Definitions tab
Data Transform form - Append and Map to action
Data Transform form - Append to action
Data Transform form - Apply Data Transform action
Data Transform form - Auto-map action
Data Transform form - For Each Page In and Exit For Each actions
Data Transform form - Remove action
Data Transform form - Set action
Data Transform form - Sort action
Data Transform form - Update Page action
Data Transform form - When, Otherwise, and Otherwise When actions
Data Transform form - Completing the Settings tab
Data Transform form - Completing the Pages & Classes tab
Standard Data Transforms
More about data transforms
Unit testing a data transform
About Decision Tables
Decision Tables -
Decision Table form - Completing the Pages & Classes tab
Decision Table form - Completing the Results tab
Decision Table form - Completing the Table tab
More about Decision Tables
About Decision Trees
Decision Trees -
Decision Tree form - Completing the Decision tab (Advanced format)
Decision Tree form - Completing the Decision tab (Basic format)
Decision Tree form - Completing the Pages & Classes tab
Decision Tree form - Completing the Configuration tab
More about Decision Trees
Configuring property evaluation in a decision tree
About Declare Expression rules
Declare Expression form - Completing the Change Tracking tab
Declare Expressions form - Completing the Expressions tab
Declare Expression rules - Completing the New or Save As form
Declare Expression form - Completing the Pages & Classes tab
More about Declare Expression rules
Declarative processing - Concepts and terms
Unit testing a Declare Expression rule
Declarative network
Declarative Network display
Viewing the declarative network
About Declare OnChange rules
Declare OnChange rules -
Declare OnChange form - Completing the OnChange Properties tab
Declare OnChange form - Completing the Pages & Classes tab
More about Declare OnChange rules
How to implement business exception processing with policy overrides
About Declare Trigger rules
Declare Trigger rules -
Declare Trigger form - Completing the Pages & Classes tab
Declare Trigger form - Completing the Triggers tab
More about Declare Trigger rules
About Edit Validate rules
Edit Validate rules- Completing the New or Save As form
Edit Validate form - Completing the Java tab
More about Edit Validate rules
Find Rules landing page
Field values
Creating a field value
Example field values
Function Alias rules
Function Alias rules — Completing the Create, Save As, or Specialization form
Function Alias form – Completing the Reference tab
Function Alias rules — Overview of the Generated Output tab
More about Function Alias rules
How to use parameter pages with a function alias
Function rule
Creating a function
Writing Java code for a function
Listing aliases for a function
Making a function traceable
Deleting a function
Overriding a standard function
Library rules
Library rules
Library form – Completing the Packages tab
Library form - Completing the Static Variables tab
More about Library rules
About Map Values
Map Values -
Map Value form - Completing the Matrix tab
Map Value form - Completing the Configuration tab
Map Value form - Completing the Pages & Classes tab
More about Map Values
Configuring rows and columns in a map value
How to unit test a map value
Messages
Finding messages in your application
Creating a message
Standard categories of messages
Creating a custom message category
Displaying a warning message in a rule
Standard functions for messages
Updating legacy messages and related rules
Paragraphs
Creating a paragraph
Formatting a paragraph
Configuring a pop-up SmartInfo section
More about Paragraph rules
Properties
Properties - Completing the Create, Save As, or Specialization form
Property form - Completing the General tab
Property form: General tab — Configuring validation
Property form - Completing the General tab for Java Object modes
Property form - Completing the General tab for Page modes
Property form: Completing the General tab - Value modes
Property form - Completing the Advanced tab
Standard property rules
More about Properties
Page properties
Properties - Working with the Explore Window
Property aliases
Working with properties
Standard Controls
Properties — Concepts and terms
Property references in expressions
Property Qualifier rules
Property Qualifier rules - Completing the New or Save As.. form
Property Qualifier form - Completing the Definition tab
Property Qualifier form - Completing the Table Edit tab
More about Property Qualifier rules
About Edit Input rules
Edit Input rules - Completing the Create, Save As, or Specialization form
Edit Input form - Completing the Java tab
More about Edit Input rules
Specifications and requirements
Importing specifications and requirements
Tips for resolving conflicts when importing specifications and requirements
Tips for editing spreadsheets of specifications and requirements
Creating a specification
Specifications
Configuring advanced options for editing specifications
Microsoft Object Linking and Embedding (OLE)
Associating a specification with a rule
Associating a specification with a flow
Associating a specification with a shape in a flow
Enabling specification count and implementation history
Viewing specification summary metrics
Viewing specifications by complexity, impact, and business objective
Viewing specifications
Viewing the implementation rules for specifications
Fields and controls in the Add/Edit Specification dialog box
Fields and controls on the Specification form
Creating a requirement
Application requirements
Tracking a requirement from an external system
Setting the requirement status
Assigning a requirement to a target release
Exporting specifications and requirements
Creating custom values for specifications and requirements
Viewing additional requirements and specifications
Removing a specification from an item
Application Profile landing page
Application Profile Requirements tab
Application Profile Specifications tab
Application Profile Analysis tab
About Validate rules
Validate rules - Completing the New or Save As form
Validate form - Completing the Validate tab
Validate form Completing the Input tab
Validate form - Completing the Pages & Classes tab
More about Validate rules
When Condition rules
When condition rule - Completing the New or Save As form
When form - Completing the Conditions tab
When form - Completing the Advanced tab
When form - Completing the Pages & Classes tab
More about When Condition rules
Index
Glossary
Trademarks and copyright
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