Lecture on Pega Platform Application Creation

Default Credentials

• Use default credentials initially
• Administrator dot com for email
• Set up password during install

Types of Applications

• Framework Applications: Containers for functionalities.
• Implementation Applications: Specific business functionalities.
  • E.g., Personal life insurance, auto insurance, home insurance, health insurance.

Creating a New Insurance Framework Application

• Client Example: Sun Insurance
• Steps:
  1. Login: Use default credentials for first login.
  2. Create New Application: Use new application wizard.
  3. Select Type: Choose application type (Framework or Implementation).
  4. Name Application: Enter application name (e.g., Sun Insurance).
  5. Advanced Configurations: Customize as needed.
  6. Save and Create: Click on create application button.
  7. Completion: Application created successfully, ready to use.

Creating Implementation Applications

• Purpose: Add specific functionalities on top of framework applications.
• Steps:
  1. Create new application using wizard.
  2. Select type as Implementation Application.
  3. Name the application and enter organization details.
  4. Ensure it is built on the framework application (e.g., Sun Insurance).
  5. Use advanced configuration if necessary.
  6. Create application and note credentials.
  7. Handle initial login prompts like password change.
  8. Verify creation and functionality access.

Application and Rules Navigation

• Navigation: Understand the built-on application hierarchy
  • Example: Sun Insurance (Implementation) built on Sun Insurance (Framework) built on Pega Platform.
• Key Concept: Implementation applications can access features of both framework applications and the Pega platform.
• Application Menu: Use it to check built-on applications and navigate.

Troubleshooting and Issues

• User Issues: Handle issues like login errors or screen loading problems.
• Debugging: Clear cache, use private browser windows if necessary.
• Documentation: Keep logs and documentation of issues and fixes.

Summary

• Framework applications provide a base structure with common functionalities.
• Implementation applications add specific business functionalities.
• Proper setup of applications ensures they can leverage the full capabilities of Pega.
• Effective navigation and understanding of application hierarchy are crucial.
• Regular troubleshooting and documentation help maintain application health.

Questions & Discussions

• Open floor for any doubts or questions.
• Ensure clarity on creating and using framework and implementation applications.

Next Steps:

• Complete any pending setup by tomorrow.
• Address any functionality questions as they arise.

Conclusion

• Importance of understanding Pega’s application structure.
• Emphasis on correct initial setup for smooth application development.
• Encouragement to ask questions and troubleshoot.