Pega CSSA Course

Explore the four pega studios—app, dev, admin, and production—for accelerated development, from analyst-led design to developer building, admin deployments, and data workflows.

Learn to create a Pega application via the wizard, log in as super admin, choose classic over cosmos, set framework or implementation, and configure version, organization, and class structure.

Design a case lifecycle in Pega CSSA by building stages for recruitment, defining service and request applications, connectors, and integration rules.

Identify duplicate cases using basic and weighted conditions, compare the current case against the system of records, and flag potential duplicates; the final decision rests with the operator.

Explore how temporary cases reside on the clipboard, not in the database, and how duplicate case search and immediate persist convert them to permanent cases when conditions are met.

Explains cascading approvals and how to model multi-level approvals using reporting structure and authority matrix, with approver lists and decision tables.

Learn to customize user portals in Pega CSSA course by using access groups to assign portals for case workers and managers, including admin and developer studio options.

Identify the user and portal type, choose composite or custom type, and configure harnesses, skin scheme, screen layouts, and sections to shape the portal hierarchy.

Organize portal layouts by selecting components such as buttons, navigation, or layouts. Then customize branding with backgrounds, text formats, logos, and skins to apply a default or alternate scheme.

Explore customization of your portal by selecting what content, widgets, and menus to display, tailor logos and branding, and configure dashboards to meet user needs.

Add the portal to the appropriate access group and tailor the screen layout, harness, and navigation using app studio and dev studio, including logos and widgets.

Learn how to version applications by layering new features over existing code, preserving the base and using live UI and portal customization with rock and roll or skimming approaches.

Lock and roll: lock the current ruleset, roll changes into a new version, and choose to do not update, update the application, or create a new application version.

Learn the skimming technique for rule management - select the highest version of every rule, drop duplicates, and build a streamlined ruleset with selective operator access.

Compare production rule sets with application rule sets and explain application validation mode and ruleset validation mode, plus the role of prerequisite rule sets.

Learn how to mix rule set validation modes in Pega, using remotes and prerequisites to access cross-rule-set logic, while managing top-of-stack precedence and checkout workflows.

Learn how to configure application rulesets in Pega by mastering versioning strategies, including control and skimming approaches, and managing access groups and multiple rule versions.

Learn how rule resolution selects the most appropriate rule at runtime by searching caches, filtering by availability, version, and inheritance, and ranking candidates to execute the correct rule.

Explore how field values act as separate rule entities in Pega CSSA, enabling centralized management, localization, and versioning for dropdown options like country.

Explore field values as a reusable alternative to local lists, enabling multi-property models, labels, and localized text, with dynamic parameters for flexible, cross-case and cross-application use.

Explore clipboard debugging in Pega, inspecting data pages, user data, linked properties, and system pages, and learn to use the tracer and break points for rule-level execution insights.

Explore why authentication and authorization matter for securing applications, protecting customer data, and preventing data breaches, with comparisons of attribute-based and role-based access control, and policy conditions.

Discover how privileges act as tokens to control access at rule and role levels, managed via the security access manager. Understand authentication policies and role-based controls across the application.

Explore how access groups determine application-wide access and define roles like admin, manager, or end user, with class-level rules, access deny, and environment axes 0 to 5.

Learn how to migrate a Pega application using product rules and product tools, moving code, data, and schemas across dev, test, and production environments with manual or wizard packaging.

Package and distribute Pega applications using the packaging wizard, selecting rule sets and versions. Compare packaging with export and manage dependencies and access groups across dev, test, and production.

Configure a product rule in Pega CSSA by selecting version ranges and entities for each address. Enable unlocked rule versions, apply global exclusions, and generate the product file rap archive.

Export your product as a rap file and migrate it across multiple environments with the migration wizard, selecting the version and providing credentials for import.

Explains parallel development using team-specific branches on a mega platform, covering creation of team applications, branch workflows, access, and merging to the main application with minimal conflicts.

Learn how to localize an application with export and import of translation packs, language selection, rule sets, and UI verification for end users and developers.

Explore Pega data pages, enabling on-demand data retrieval and write with read, write modes, and scope options from thread to node, including data types, mapping rules, and system of records.

Pull data from applications with connectors like REST and using activities or robotic automation; manage multiple sources, including default and alternate sources, and apply refresh strategies to keep information current.

Learn how to load a single student record and a student list from a data source using explicit references, mapping properties, and embedded data in a Pega workflow.

Use circumstancing in pega to select the right rule instance from single to multiple properties, using templates. Definitions drive rule resolution with customer type and SLA examples.

Learn to create date- and property-based circumstances, link templates to corresponding rules, and manage template changes across start and end dates in recruitment workflows.

Explore parallel processing in the Pega CSSA course, including blocking mechanisms and stage-level parallel execution, plus split and join, split for each, and spin-off patterns for complex workflows.

Explore property-based and template-based circumstancing by defining templates and definitions, configuring circumstance rules based on customer type, dates, location, and journey, and toggling from base to specialized rules.

Highlight how Pega uses data transfers, functions, and activities to implement business logic, detailing activity types, methods, logging, and performance considerations.

Learn how to decide when to use activities, leverage data pages and methods, and manage background processing across nodes with jobs, schedulers, and queue processors to handle bulk tasks efficiently.

Learn how the Pega job scheduler replaces advanced agents to run activities on multiple nodes at scheduled intervals, with background processing, context-based access, and alerting for execution status.

Explore the job scheduler and queue processor in the Pega CSSA course, learning how multi-node scheduling, immediate versus delayed processing, retries, locks, and alerts manage background data processing.

Learn to expose applications as services for integration with external systems. Map requests to the clipboard, run a service activity, and return customer data via service rest and packages.

Expose a Pega application as a service using a service activity and a get rest rule, map request and response parameters, and create a connector to consume the service.

Explore configuring a Pega connector with customer identifier and get customer, mapping request and response parameters, and using simulation activities to test rest integration when services are not ready.

Learn to update database records by writing data through activities, opening a record with its primary key, setting new values, and saving with locking for student records.

Learn to use an object method to open a record by primary key, collect inputs, set properties, and save or update the data via data pages and post-processing.

Explore data transform – copy in Pega CSSA: use parameters for lookup, retrieval, and saving across data sources, then consider changing context to candidate or student data with atomic commits.

Explore how to create and manage reports in the manager portal, including business and process reports, report definitions, data type joins, and sub reports with left joins and delegation.

Explore how to work with reports in Pega CSSA, from defining report definitions and queries to joining reports with a common column, and presenting aggregated data via charts.

Learn how web mashups enable cross-site access to your application via a generated code, with encryption and security policies, plus options to generate a mobile version and preview.

Learn to configure Android and iOS certificates, build and deploy mobile apps, and customize security, offline capabilities, branding, and previews using the deployment wizard.