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3951 Classes and Properties 1. Class Name length should not exceed more than 56 characters 2. Select the Classtype Concrete/Abstract more appropriately(In most of the cases it would be Concrete) a. Make classes as Concrete if the class is actually holding the data.(e.g. the class used on UI to show data) 3. Add the Description and Usage on the History Tab for the Class rules to describe the class and where it is used. Database Class mappings 1. While mapping a DB table to a class, ensure date properties are Date property type & time stamp properties are DateTime Connect SQL 1. Rule name should be an action/verb what the rule is performing like purgedata, selectdata etc Data Pages 1. The caching strategy should be defined in Load Management Tab 2. Set the required Scope of the data page 3. Input parameter should be passed by enabling the Pass current parameter page option in the Source section which will be helpful if there is a change in the parameters in future Report Definitions 1. Disable Paging unless required 2. Check Maximum Numbers of Rows to retrieve under General data access settings. Pega Defaults to 500 (if not value is set). Setting it to 0 will retrieve all records matching the filter criteria. 3. Report Definition should be part of the AOMFW-Database Ruleset. 4. Input parameters to report definition should not be part of output unless absolutely required Functions 1. Check if there is a custom function already which matches the requirement 2. All pages created as part of the function should be removed 3. Java code should be formatted and applicable steps should complement with the right comments. 4. Regular expressions should be defined under the library - static variables- to disable to compile it in each run (Pattern. compile(regex) )
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5. Use RunTimeException, not PRAppRunTimeException 6. Add Documentation on the history tab, on what the function does. any exceptions, examples 7. Use aomfw_aomutilities.InputValidation function for input validations 8. When there is only one mandatory validation, set the error message directly in the input validation step without setting an ErrorPrefix Integration-Services Rest API 1. Enable the ‘Use fast processing' option only, if the respective request/response doesn’t contain page groups, value groups, and Java objects as these are not supported by fast processing in the request or response 2. GET Method has a restriction of 2048 characters URL Length. Please check the Query Parameters before choosing this Method
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3952 Integration-Connectors Rest Connector 1. User Simulation to return the Stub data SOAP Connector 1. Set the SOAPaction header with the right value from the API Spec 2. Parse XML ( Request Mapping) a. Make sure all the elements are mapped with Node Namespaces and XSD Base Type 3. XML Stream (Response Mapping) a. Make sure all the elements are mapped with Node Namespaces and XSD Base Type Linux Working with Linux 1. Never run any commands as the root user
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3953 Rule Types and Rulesets Below is table explains the mapping between the type of rule and ruleset in which it needs to be created Data Page Report Definition Data Set Class (Concrete/Abstract) Properties AOMFW-Database Managed by App Team Case Type Process Flow Flow Action Correspondence Framework/Case Activity Function Library Access Group Access of Role to Object Access Role NameAOMFW Managed by App Team Connect REST Connect SOAP Parse XML XML Stream Integration Class Integration Properties Integration ActivitiesAOMFW-Int Managed by App Team Section Paragraph Harness Portal Navigation Skin UI Class UI ActivityAOMFW-UI Managed by App Team Strategy AOMFW-Artifacts Managed by Logic TeamRule Type Ruleset Name Comments
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3954 gy g yg Dataflow Decission Table Event Strategy Propostion Filter Volume Constriant SMS Treatment Email Treatment Action ( Offer Flow) Email Section AOMFW-Business-Artifacts Testing Rules Data Transforms Test Harness ActivitiesAOMFW-Test-Cases Managed by App Team Contain all the runtime rules created by Pega Marketing Campaigns (Batch/Realtime)AOMFW-PM-Campaigns Managed by App Team Contains the Decision data rules and Data would be popualted by Propostion Manager Tool(PM Tool)AOMFW-PM-Catalogue Managed by Logic Team Contains rules created by the Pega Marketing Context create or updateAOMFW-PM-Artifacts Managed by App Team
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3955 Creating Data Type Create Database Table Create Class Mapping Update Class Rule Update Database Table Rule Create Data Type Create Data Page Verify Data Type Created Rules to be included in Build Log Relevant Records This page explains how to create the data type for the class mapped to an external database table. Create Database Table Send Request to Database Team for creating the table under relevant Schema For the table to be created in the right place, ask Database Team to create the table under relevant Schema with below sample details. When the table is created by Database Team, this table and the class should be mapped to each other. Create Class Mapping For the Designer Studio, Please navigate to Configure > Data Model > Classes & Properties > Database Class Mappings Click ‘New External Database Table Class Mapping’ button on the following page.Column Name Column Type product_type (PK) varchar2(50) identifier (PK) varchar2(50) attributes text (to store name-value json)Table Name product_attributes
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3956 On the opening pop-up; 1. Fill in all fields except Schema name carefully. Make sure ‘Schema name’ is empty to avoid any conflicts in the Production environment. 2. Do not forget to update the class name with a more meaningful one. 3. When the table name is selected in the section Step 1, columns of the table and property details for them will be populated on the section Step 3. Update property names according to the appropriate pattern, Check primary keys, Check property types, Tick the checkbox on the Map column.
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3957 Then click ‘Submit’. Now, the class rule and the database table rule are created. Also, under created class you will see a data transform ‘pyDefault’ which we do not need is created automatically. Do not forget to delete it.
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3958 Update Class Rule Check the class rule. 1. Update captions on Keys section. 2. Click the ‘Test connection’ button to check class the mapping. 3. Check mapping on pop-up page opening.
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3959 Check ‘External Mapping tab’ and the whether properties and their types are correct. Update Database Table Rule 1. It is seen that the ruleset is AOMFW default. Click ‘Edit to update the ruleset as AOMFW-Database. 2. Make sure ‘Schema name’ is empty. 3. Click ‘Test connectivity’ button to check connection.
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3960 Create Data Type Data Type > Expand mark > Add data type 1. Select Existing Data Type 2. Select the class created newly. Then, submit. Now, the data type is created:
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3961 Go to Record tab > Click Configure source button. On the following page: 1. Check properties and keys. 2. Deselect “Generate single, list and savable data pages”. It is default but we do not need to all of the most of the time. We will create the data page we need ourselves in the following steps. 3. Change the Database from ‘CustomerData’ to ‘AOM'. Now, we need to check the database information. Go to Settings tab > Click Database information Create Data Page Click the dots near the data type > Click Add data page
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3962 On Definition tab: Fill in Structure & Mode & Scope fields on the Data page definition section as needed. Fill in Source as Lookup with the class we just created on the Data Sources section. On Load Management tab: 1. Select the appropriate Access group. 2. Fill in the Refresh Strategy section as needed.
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3963 On Parameters tab: Define parameters. Now return to the Definition tab to add the parameters. Click Parameters > Add the parameters > Submit
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3964 Then save the data page. Verify Data Type Created 1. We need to see a storage symbol 2. We need to see the data page symbol 3. We need to see the data page under the data type 4. Go to the Records tab 5. Add records to the data type 1. Fill in the parameters 2. Run the data page 3. Check the result
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3965 Rules to be included in Build Log We need to add related information (Ruleset, Class, Database Table, Data Type, Relevant Records) to the Build Log as shown below. Relevant Records Relevant records are instances of the class ‘Data-Tag-RelevantRecord’ 1. Open the instances of the class ‘Data-Tag-RelevantRecord’ 2. Filter Context class with the class you created 3. Open each of record > Actions button > View XML > copy their pzInsKey values
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3966
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3967 Versioned and Un-Versioned Rules [ Versioned Rule ] [ Un-V ersioned Rule ] [ Manually Created Rules ] Versioned Rule Any rule in pega which has a check-out option on the rule from is the versioned rule, which means there can be multiple versions of the rule in the system and the rule resolution algorithm would take care of choosing the right version of rule. Examples of Version rules are : Property Dataset Activity Connect-Rest Un-Versioned Rule Any rule in pega which doesn’t have an option check-out and can only do Save from the rule from is the un-versioned rule, which means there will be a single version of the rule in the system Below is the list of frequently used un-versioned rules Application Class Database Table – Maps the external table to an existing class rule RuleSet RuleSet Version Access of Role to Object Library Manually Created Rules There are few rules which need to be manually created in pega and can’t be moved from environment to environment easily hence they to be created manually as part of deployment steps Below are the examples Dataflow WorkItem ( Realtime/Batch) Pega Marketing Campaign
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3968 Triage activities This page shows what activities/tasks should be carried out whilst part of the triage team. Manage Pega labs Environment Housekeeping Testing Rules Generate Release Rules Summary PDF Generate Release Rules Summary with change log Excel Manage Pega labs Environment The Pega labs system gets shut down after 3 days of inactivity therefore we must restore or after 60 days the system will permanently be deleted. You will receive the below email which would be trigged after 3 days of inactivity with a link and credentials to restart the machine. We will receive an email when the system is about to be shut down and there is an option to “Launch System Dashboard” - https://ee.lab.pega.com/admin/quer /sendsysteminfo.phtml?hashid=a5d49d0dfa653b546e840d2c06bc0edb After clicking enter the credentials which will also be displayed in the email Then click “Restore my instance” which will restore the system. An email will be sent once the operation is complete and wait for 5 minutes before trying to access the system again.
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3969 Housekeeping Testing Rules This activity is run after every release to move the rules from AOMFW-Testing into AOMFW-Testing-Archive ( this rules set is part of another AOMPOC application) so that the rule can be retrieved if required. Add AOMPoC: Administrators access group to your operator switch to the AOMPoC application Run the RefactorRulesetRules proving the input and output ruleset versions Verify, if the rules are moved. Generate Release Rules Summary PDF For each release, a PDF format summary of all the rules in AOM and VADR needs to be provided to Vodafone. An example report definition rule - AllRulesForReleaseR301 in VADR and AOM applications After each release, Save-As of the previous report definition and rename it as AllRulesForReleaseRxxx according to the release number and it should be in the Data-Rule-Summary class. Update report definition with the applicable ruleset versions for that release and also the branch names to retrieve all the rules Update the header with the required release number Export the PDF and save it in the below location ( release specific folder ) Example: \OneDrive\Adqura\Vodafone UK - AOM-Tech-Team - AOM-Tech-Team\Release Management\R3.01 Generate Release Rules Summary with change log Excel For each release, a Excel format summary of all the rules in AOM and VADR needs to be provided to Vodafone. An example report definition rule - GetAllRulesCommitLogForR403 in VADR and AOM applications After each release, Save-As of the previous report definition and rename it as GetAllRulesCommitLogForRxxx according to the release number and it should be in the History-Rule class.
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should be in the History-Rule class. Update report definition with the applicable ruleset versions for that release and also the branch names to retrieve all the rules Update the header with the required release number Export the Excel and save it in the below location ( release specific folder ) Example: \OneDrive\Adqura\Vodafone UK - AOM-Tech-Team - AOM-Tech-Team\Release Management\R4.03
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3970 STF Flow This document briefs on managing the Entities, Graphs and Mock services(if applicable) under Buckets. Upgrades The Upgrade journey will have different customer flows and every flow will start with getting customer details along with recommendations that needs to be shown. Get Customer API calls involves Creating new customer data in Spine which need STF to create data in spines for new customers External API calls GetProcessedServiceList(GPSL), GetCustomerPartyList(GCPL), CustomerRetentionEligibility(CRE) which need STF to create data in clipboard pages and datasets AOM API calls GetRecommendations which we get data from Dataflows / Strategies GetProductList API is called for each product type so we can create a mock service in STF. Response for service will be returned based on product type. GetStockAvailability is called for each product so we can create a mock service in STF. Response for service will be returned based on product Id. So we will have an STF Bucket for each flow and below are different customer flows MBB PAYM Watch MBB GetCustomer for MBB CustomerForMBB DB Table AccountForMBB ModelForMBB … etc GPSL for MBB GPSL Response entities Clipboard pages and dataset GCPL for MBB GCPL Response entities Property sets for clipboard pages CRE for MBB CRE Response entities Clipboard pages and dataset PAYM GetCustomer for PAYM CustomerForPayM DB Table AccountForPayM ModelForPayM … etc GPSL for PAYM GPSL Response entities Clipboard pages and dataset GCPL for PAYM GCPL Response entities Property sets for clipboard pages
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GCPL for PAYM GCPL Response entities Property sets for clipboard pages CRE for PAYM CRE Response entities Clipboard pages and datasetB u c k e t G r a p h E n t i t y C o m m e n t s
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3971 Watch GetCustomer for Watch CustomerForWatch DB Table AccountForWatch ModelForWatch … etc GPSL for Watch GPSL Response entities Clipboard pages and dataset GCPL for Watch GCPL Response entities Property sets for clipboard pages CRE for Watch CRE Response entities Clipboard pages and dataset GSA GSA for product Mutliple entities Need to have some default
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3972 PRPC Features
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3973 8.5.3 - New Features Case Management Save time and effort with automatic draft off mode for processes in case types (8.5) - the system now automatically turns off draft mode for any processes that contain no configuration issues, instead of having to manually turn draft off mode in Dev Studio . -1--Needs to Explore Obtain approvals from email and push notifications from App Studio (8.5) - Previously composing an email message and adding attachments required switching to Dev Studio. -1--Needs to Explore Determine a relevant case approver by using business logic (8.5) - Previously business logic was available only for routing assignments, and now you can use this option for routing approval steps as well.-1--Needs to Explore Capture initial data faster with the default Create stage (8.5) - Case Designer now adds a default Create stage to your case life cycle every time you create a new case type, both in App Studio and Dev Studio. -2--Needs to Explore Save time and effort with automatic draft off mode for processes in case types (8.5) The system now automatically turns off draft mode for any processes that contain no configuration issues, instead of having to manually turn draft off mode in Dev Studio. When you add a process to your case life cycle, by default the process is in draft mode. Draft mode provides an option to test the case type before you advance with your application development, even if processes in your case life cycle contain configuration issues. When a process is in draft mode, you can check its run-time behavior by running the process or previewing it in a user portal, even if the process contains errors. However, to ensure that the process works correctly after you deploy your application in a production environment, you
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need to turn off draft mode before moving relevant rulesets to the production environment. Obtain approvals from email and push notifications from App Studio (8.5) Determine a relevant case approver by using business logic (8.5) Capture initial data faster with the default Create stage (8.5) Pega Infinity on cloud Stay current with seamless upgrades to Pega Infinity (8.5) Deploy Pega Infinity with configuration enhancements and convenient images (8.5)
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3974 Conversational Channels Improve the performance and automation of your email bot with reports and archiving (8.5)-- 2-Needs to Explore Build a chatbot and email bot in App Studio more easily (8.5)--3-Needs to Explore Save time while working in the Email Manager and Case Manager portals (8.5)--2-Needs to Explore Data Integration Track status of business processes and data easily by importing Excel files (8.5) Access and curate your data by using enhanced data APIs (8.5)--1-Needs to Explore Call authenticated APIs from any application (8.5)--3-Needs to Explore Decision Management Enhance your revision management process with Deployment Manager pipelines(8.5) Increase the flexibility of your business change management process with improvements to revision management (8.5) Test your next-best-action configuration with multilevel simulations (8.5) Predict long-term business outcomes in Prediction Studio (8.5) Broaden your selection of topic detection models by connecting to third-party services (8.5) Make your strategies compatible with the optimized strategy execution engine by using a check utility (8.5) – 3-Needs to Explore Limit the number of active data flow runs (8.5)--3-Needs to Explore Enhance your data sets with Apache HBase 2.1 and Hadoop 3.0 (8.5)--1-Needs to Explore DevOps and Automated Testing Delay the execution of a step within a test and rerun failed scenario tests for enhanced scenario test stability (8.5)--2-Needs to Explore Avoid duplicating application test efforts by merging test coverage reports (8.5)-3--Needs to Explore Mobile Customize your mobile app to reflect your brand's identity (8.5) System Administration
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Mobile Customize your mobile app to reflect your brand's identity (8.5) System Administration Identify performance issues with queue processor and job scheduler activities (8.5)--1-Needs to Explore Limit upgrade downtime with data schema upgrade improvements (8.5)-1--Needs to Explore User Experience Build a better user experience with the improved Cosmos UI theme (8.5)-1--Needs to Explore Modernize your interface with React UI (8.5)-2--Needs to Explore Low-code Application Development Plan your Microjourneys more conveniently in an improved Case Designer (8.5)-1--Needs to Explore Define fields in data objects intuitively (8.5)-1--Needs to Explore
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3975 Search for Pulse messages in spaces (8.5)-3--Needs to Explore Find items quickly in App Studio (8.5)-3--Needs to Explore Create conditions in an enhanced condition builder (8.5)-1--Needs to Explore Navigate easier across business logic-based routing cards (8.5)-1--Needs to Explore Develop applications faster with nested Declare Trigger rules (8.5)-1--Needs to Explore
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3976 Case Management
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3977 Obtain approvals from email and push notifications from App Studio In App Studio you can now completely configure an approval email in a no-code and user-friendly way, so that users of your application can approve or reject cases without logging in to an application, and as a result, speed up case resolution. Previously composing an email message and adding attachments required switching to Dev Studio.
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3978 Determine a relevant case approver by using business logic Previously business logic was available only for routing assignments, and now you can use this option for routing approval steps as well. Instead of manually selecting a person or work queue to receive an approval request, you can now define conditions that determine, at run time, who approves a case. Apart from operators and work queues, you can also consider the skill set, availability, and workload of the approver. By using business logic, you create a flexible application that dynamically adjusts work to current circumstances, so that you can still resolve a case even if the approver is difficult to determine. To ensure that unique and complex cases reach a resolution, you can create an entire set of conditions. In addition, you can specify a routing method that your application applies when no condition evaluates to true. The following figure shows a scenario in which a job candidate applies for a different position than French translator, and the urgency of the case is lower than 85. Consequently, the application routes the approval step to a specific manager:
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3979 Capture initial data faster with the default Create stage To speed up case creation and accommodate the most frequent business needs, Case Designer now adds a default Create stage to your case life cycle every time you create a new case type, both in App Studio and Dev Studio. The Create stage includes a view with fields that users fill in to capture required data before case processing starts. After case created: Create step has header but UI is not created automatically A default Create stage facilitates the application development process by making a case life cycle independent of the p y S t a r t C a s e starting process. As a result, your application is more granular and easier to maintain. The Create stage also enhances workload management, because users can now discard any case that is in the Create stage, before the case processing starts. A discarded case has a Resolved-Cancelled status, and, worklists and work queues consequently omit such
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3980 discarded cases. After you upgrade to Pega Platform™ 8.5, you can choose to include the Create stage in your existing case types. If you decide not to include the Create stage, all of your case types still continue to operate correctly. For more information, see The Create stage.
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3981 Save time and effort with automatic draft off mode for processes in case types To reduce development time and effort, when you save a case type, the system now automatically turns off draft mode for any processes that contain no configuration issues, instead of having to manually turn draft off mode in Dev Studio . When a process is in draft mode, you can check its run-time behavior by running the process or previewing it in a user portal, even if the process contains errors. However, to ensure that the process works correctly after you deploy your application in a production environment, you need to turn off draft mode before moving relevant rulesets to the production environment. For an application that consists of multiple case types with multiple processes, this activity can be tedious and time-consuming. Additionally, you need to switch to Dev Studio to manually turn off draft mode. For greater convenience, saving a case type in App Studio and Dev Studio now automatically switches off draft mode for processes that contain no configuration issues so that you can seamlessly deploy your application on a production environment. Additionally, to ensure that your processes are correct, Case Designer now displays a message that lists errors in your case type. You can quickly check what the issues are and locate the processes that needs fixing, as in the following example: For the above case, when we create the view for Test step and save the case, the warning is removed automatically
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3982 Low-code Application Development
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3983 Nested Declare Trigger rules Pega 8.5 supports nested Declare Trigger rules which means you can configure a Declare Trigger on the output of another trigger which means when the first declare trigger rule is triggered it will update another value and then the second trigger rule will be the trigger that can be used in process automation like sending notifications or update some other child table when a specific value is updated in Database You can nest only the Save and Save and types of Declare Trigger rules that run immediately. For faster application development, you can now define complex correlations between events in your case types by nesting Declare Trigger rules. Declare Trigger rules invoke activities when a specified action takes place in a case. By nesting Declare Trigger rules, you avoid implementing unclear logic in your application. You can nest as many levels of rules as your business use case requires. For example, in an application for reviewing job candidates, you can create a Declare Trigger rule that starts a child case every time a candidate requires a background check. When the background check is finished, the second Declare Trigger rule prompts your application to create a document with the results and attach it to the case. Then another Declare Trigger rule invokes an activity that sends an email with the background check results to the job candidate. Below are the sample Declare Trigger rules which will be invoked when FirstName and FullName column is updated. In this example, CalculateFullName Trigger Rule will be invoked when First Name is updated in the Database and CalculateFullName Activity is invoked to perform the required task/job which updates the FullName Property in Database which then invokes the CalculatePetName Trigger Rule will be invoked when Full Name is updated in the Database and CalculatePetName activity will be invoked
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3984
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3985 Define fields in data objects intuitively
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3986 Create conditions in an enhanced condition builder (8.5) You can now increase the precision of your conditions by applying a new comparator in both App Studio and Dev Studio. With the new comparator called instances include you can specify the number of fields in a group, such as phone models, and fields in an ordered list, such as a list of addresses of a customer, that meet the condition that you configure in when rule. For example, as a sales representative, you need to provide at least three black phones of a specific brand to your customer. By creating a when rule with two conditions, one for the color, and one for the brand, and setting the instances include a comparator to is greater than or equal to 3, you can seamlessly and quickly filter the results of Phone field group instances, as in the following example: Below when rules will filter out all the IVR Model data from the ModelscoreList Property on Subscription.
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3987 Estimate projects automatically in App Studio (8.5) To help with planning development work, Pega now provides an automated Estimator tool in App Studio. To open the Estimator tool: In the navigation pane of App Studio, click Overview. In the Application profile section, click Manage. In the Application profile workspace, click Estimator. In the estimator view, you provide the following required values. The project estimator calculates the expected development duration: Release - select the release for which you want to calculate the estimate. Delivery - select the implementation method that your development team uses - Scrum/Agile, Waterfall/Other. Scrum maturity - select a value that describes the customer's experience with scrum projects - Low, Medium, High. Number of teams - how many teams can work on the project. Staffing model - select a value that indicates the level of cooperation between the customer and Pega - co-production, non co- production. Environment - select the environment on which you want to deploy the application - Pega cloud, Existing on prem, New on prem. Organization complexity - select an option that indicates how many levels and regulations your organization has - Low, High. Data import effort - select an option that describes the complexity level of the effort required to migrate data from the legacy system to the new Pega system - Low, Medium, High. Once you click Calculate estimate, the estimator calculates the expected development duration in hours and weeks, with a division between Pega and customer hours. The estimator also includes detailed information about the number and complexity of the items in your application, such as case types, personas, data objects, and features. Pega link - Estimate projects automatically in App Studio (8.5) | Pega .
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3988 System Administration
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3989 Identify performance issues with queue processor and job scheduler activities Improve the performance of your application’s activities, which often access databases or external services, by analyzing new alert messages. When a queue processor activity or a scheduled job runs longer than the threshold value, Pega Platform™ now saves an alert in the performance alert log. You can analyze these alerts directly in the log or by using Pega Predictive Diagnostic Cloud™ (PDC) to identify and address potential performance issues with long-running processes. For example, for a Queue Processor rule for sending emails to users, the Long-running queue processor threshold for the rule is 5000 milliseconds or 5 seconds. When the rule runs as scheduled, email processing takes 25 seconds, which exceeds the threshold. Pega Platform saves the PEGA0117 alert: Long-running queue processor activity to the log file. Upon investigation, you discover that the cause for the excessive processing time is an issue with network latency and the email server’s responsiveness. Therefore, you restart the email server. The next time the send email queue process runs, the activity ends after 4.5 seconds, which is within the threshold, and no alert is generated. The following figure shows the threshold configuration for the Queue Processor rule: The Long-running queue processor threshold for a dedicated queue process
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3990 For more information about the possible reasons for the alerts, examples of the alerts, and steps involved in resolving issues, see: PEGA0117 alert: Long-running queue processor activity PEGA0118 alert: Long-running job scheduler activity
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3991 Automatically update dependent applications to be built on the latest application versions in an archive When you import a product archive, you can now automatically update dependent applications to be built on the latest versions of the dependent applications that you select. This can save time and reduce the errors that can occur when you manually update applications to use new built-on application versions. For example, if you are creating a product archive from the HR Services app, which contains MyDemoApp and Applicat, you can specify that you want to update dependent applications for MyDemoApp and Applicat on the HR Services Product rule form, as shown in the following figure: Applications that are built on earlier versions of Applicat and MyDemoApp are automatically updated to be built on the latest versions after you import the archive.
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3992 Enhance your data sets with Apache HBase 2.1 and Hadoop 3.0 (8.5) Pega Platform™ now supports Apache HBase to release 2.1 and Apache Hadoop Distributed File System (HDFS) to release 3.0. If you store your enterprise data in HDFS and HBase clusters, you can use Pega Platform to perform read and write operations on the data in an external Apache Hadoop ecosystem. A Hadoop ecosystem provides a framework for dynamic, real-time processing of high-volume data. With Pega Platform, you can access these large data sets and define them as data sources for your decision strategies and data flows. The following diagram shows how Pega Platform connects to an external Hadoop ecosystem to read and write the data that is stored in HBase and HDFS clusters: 1. Create an Instance of D a t a - A d m i n - H a d o o p Rule 2. Fill In Connection Details such as Hostname and select the configuration whether It is HDFS or HBase
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3993 3. Refer Below Link for creating Data Set on HDFS https://community.pega.com/knowledgebase/articles/decision-management/85/creating-hdfs-data-set-record 4. Refer below link for configuring hadoop settings for HDFS Connection https://community.pega.com/knowledgebase/articles/decision-management/85/configuring-hadoop-settings-hdfs-connection
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3994 Access and curate your data by using enhanced data APIs (8.5) You can now easily access data in your UI React tables and organize your data efficiently with enhanced data APIs. By using data APIs, you can sort, filter, and group data that you retrieve from Pega Platform™. For example, you can specify the maximum results that you retrieve from a data page or sort the results by name. Data APIs now include the following endpoints: /data_views/{ID} - For fetching data from a data page /data_views/{ID}/count - For retrieving the total result count /data_views/{ID}/metadata - For getting model information for a given data view ID /data_objects - For getting a list of data objects for cases and data types, as well as default data pages You can access the data APIs in Dev Studio, App Studio, and Admin Studio. The following figure shows the data APIs in Dev Studio: Open PEGA API DX 1. Click on the below to launch to Pega API 2. Switch to V2 DX API from the Drop Down List available on Top Left Corner
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3995 3. Navigate to Data Section to for Data APIs 4. Creare a Security Token using OAUTH 2.0 Client Registration to regiter the client authentication if the service package authentication is OAUTH2 5. Click on Authorize button to populate authozation details as part of the service request. 6. Enter Client ID & Client Secret that is registered as part of client registration step.
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3996 7. Follow the steps mentioned in below article link which explains on how to create data view from different sources. https://community.pega.com/knowledgebase/articles/data-management-and-integration/85/updating-connection-details-and-mapping-data- object 8. Request URL https://pega.data.test.vodafoneaws.co.uk/prweb/api/application/v2/data_objects Curl Command to Invoke the Service: curl -X GET "https://pega.data.test.vodafoneaws.co.uk/prweb/api/application/v2/data_objects" -H "accept: application/json" -H "Authorization: Bearer eyJraWQiOiJkMmM4NTVjMTQ1NWI5YzQzOThkYTk4Mzk5MTU3ZDMzZCIsInR5cCI6IkpXVCIsImFsZyI6IlJTMjU2In0.eyJhdWQiOiJ1cm46 MTI0NzIyMDM0ODgzNzk4NjkwNDkiLCJzdWIiOiJyYWplbmRhcnJlZGR5LmFsbGFsYUBhZHF1cmEuY29tIiwiYXBwX25hbWUiOiJBT01GVy IsIm5iZiI6MTYxNzYzNjU1MywiYXBwX3ZlcnNpb24iOiIwMS4wMy4wMSIsImlzcyI6InVybjpwZWdhLmRhdGEudGVzdC52b2RhZm9uZWF3cy
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5jby51ayIsImV4cCI6MTYxNzY0MDE1MywiaWF0IjoxNjE3NjM2NTUzLCJqdGkiOiIxZGVmNzBjZDliYmZmMTY2NDA4ODM5YzdiNjJiN2Nm YiIsIm9wZXJhdG9yX2FjY2VzcyI6IkFPTUZXOkFkbWluaXN0cmF0b3JzIn0.d3cJEAyj1ITo82SmrahBhs47qz3aj9wwBgvhHX2vEWYyih0P- zptXt7DtDOUVaANh0IalMdV2bERlkEuQxLry3MSJ1LLU_yndj8La2B9cPLqK_h6bjrX7ZJ-437Ku8Ggx9iI1LGB- rJlHLJ4__kegTKIRqyzKcVSkiYKREjE38nbf-7uZFmY4HLKcEHM2jAvnxiY2yN-eESTI-mD8Hgp2a5- fzF0WzUVOfQyjUOQOjr6kvKt5raoT0e2UczgXQeV7nf5MDYCHUYX60cTOLBYCRygpLXiFp24TVb7Pi6nSkmrt4jH_SPONJUrdJP_g1uVkrf
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Gt5NCEP9aTZ5UKOEPvqECSHhNLdB1XVpQZbqVztlWaDuURFYxZ4S3mOzLHgIZH2Jy2JK25tQolCUuQhX8Q4xnXJaWHqPyqaRi2N0Ax 6PXTDL-eU5HCCechozJj7Q4eUPVknxjgoGnAlQ8IToDmyxKCmm9ciFrutRnaTJjBvcFyfq02kQkH2BYXG47l1BV527-JTZ-
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3997 mdyHEyHon11aUjrzcbhDMt- bAXWiSQ0WSeObB7i31VP6rLraSLsNsL4z7mp3bUpbNy0SvDVwVAPAFakB4XyWabuNp7A23x_lanSkyqTgvQKcmPpbgW3Oy7Gs_j6uz8 Enj7TF3-ZYrN1LnsBLcDkCsLMdny105nH7CZw" Response JSON of Get Data Objects response_1617 … 05 Apr 2021, 04:02 PM43.json
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3998 Decision Management
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3999 Limit the number of active data flow runs (8.5) You can now control how many data flow runs can be active at the same time by using the m a x _ a c t i v e _ r u n s dynamic system settings. Configure a maximum number of concurrent runs that are allowed for a node type to ensure the optimal use of system resources. For example, you can minimize the impact of multiple batch data flow runs on your system capacity. If the limit is reached, the system queues subsequent runs and waits for active runs to stop or finish before queued runs can start. When the Data Flow service has enough capacity, which means that there are fewer active runs for the node type than the configured limit, the oldest queued runs start automatically. Set the value to a number greater than zero to define a limit, for example, 10. You can use the special value –1 to indicate that the system can schedule an unlimited number of runs in the service. Go to Records → SysAdmin → Dynamic System Settings and search for max_active_runs on setting purpose column. Update any node type to define a limit on DF run execution at the same time If DF’s exceed the capacity which is defined in DSS, the upcoming DF’s are queued as below. Once the previous one is completed, the next DF in the queue starts to run. Please note that below 2 DF’s are in Batch service so that It does not run more than 1(as defined in the DSS above) DF at the same time Please see that once the DF which is InProgress is completed, the queued DF is initialized as below
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4000
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4001 Call authenticated APIs from any application (8.5) You can call an API with any application to which a user has access, instead of with only the default application. This enhancement makes it easy to switch between applications in the React UI, and to make API calls within your Pega application. When you specify the application name in your application alias URL, at run time, the REST service chooses the access group in the operator record that most closely corresponds with that application. Additionally, you can develop REST services without changing the access group in the service package. The following figure shows the application alias URLs available for each application to which an operator has access. Invoking a REST service rule Call a REST service rule from an external system to invoke an action in your application or retrieve data from Pega Platform. For example, you can call a REST service to get the details of a case or assignment. You can specify the application context in which to run the API by using the application alias URL. 1. To call a REST service rule, use api in the URL, and append the three-part key to the rule to the URL. Use the following syntax: https://appname.pegacloud.io/contextroot/api/packageName/version/resourcepathURL Although you can still call a REST service by specifying /PRRestService, as a best practice, use api. 2. To call an authenticated REST service in the context of the access group of a specific application, specify the application alias in the endpoint URL: If your application does not have an application alias, the system uses the application identifier. For non-multitenant environments, enter: http://host/prweb/<servletname>/app/appAlias/api/<service package>/...
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For multitenant environments, enter: http://host/prweb/<servletname>/app/appAlias/api/TenantHash/<service package>/... For calls without a servlet, enter: http://host/prweb/app/appAlias/api/<service package>/... For API service packages, enter: http://host/prweb/app/appAlias/api/... For example: The following access groups are listed in your operator record. To run a service in the context of the AG2 access group, invoke the following application alias URL: http://host/prweb/<servletname>/app/app2/api. AG1 application1 app1 AG2 application2 app2 AG3 application3 app3Access group Application Application alias
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4002 Result: The system chooses the first access group listed in the operator record that matches the application alias. The service then runs in the context of the selected access group.
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4003 Data Integration
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4004 Control empty behavior in your JSON data transform In a JSON Data Transform, you can now set the new field ‘Empty Behavior’ to control the mapping results when a property does not exist, exists with an empty value, or exists with a non-empty value. You can set ‘Empty Behavior’ with one of the following: Default value – The serializer maintains the preexisting value. This configuration supports backward compatibility with releases that precede Pega Platform™ 8.5. Null – Represents a null value in JSON when the associated ClipboardPage or ClipboardProperty exists with an empty value or does not exist. Skip – Skips mapping in JSON when the associated ClipboardPage or ClipboardProperty exists with an empty value or does not exist. Pega link - Control empty behavior in your JSON data transform (8.5)
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4005 User Guide How to Run the Loader Case How to run BDC loader and add new BDC model files Offers Landing Pages Simulation How to Run a Loader Case - Loading files How to create a Renegotiation case with mock dataExpand all Collapse all
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4006 How to Run the Loader Case [ Spine Loader ] [ Configurations ] [ Data Setup ] [ Run Spine Loader ] [ Frequently Occurring Problems ] Spine Loader The spine is a Loader Case Subtype that loads all the spine entities file data into the AOM database tables Configurations CaseId SpineLoa derL-19332 Identifier of the Spine Loader Case CaseStatu sSpineLoa derCompleted Case Status of the Spine Loader Case PauseCas eSpineLoa derFALSE This causes the case (for the specified Case Type) to pause and sent to the Notify Support flow when the Commit Case State flow is invoked. SkipCaseF inaliseEma ilSpineLoa derTRUE Global exclusion at case subType level to skip the finalise email regardless of whether case outcome was success, elapsed or aborted LoaderCh eckPointsSpine 00:00-23:59 Comma separated list of check point time ranges in which the Case will be allowed to run. LoaderInc omingPathSpine /mnt/share/aom/inbound/core/ The path of the incoming directory where the Loader will look for the input files for the specified type LoaderLoo pLimitSpine 10 The CheckTaskStaus Activity in the Loader Case is run in a loop to check if the background ConfigTy peConfigN ameConfigValue Comments
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4007 task that was initiated has finished and this limit is used to control how many times it should loop and also to prevent an infinite loop condition LoaderNo desSpine LoaderNode Designated NoteTypes for the Loader Case to run CaseDepe ndenciesSpineLoa derSpineLoader,CCDExtractor,MSLoader,SpineV2Loader,BatchNBA Comma separated list of depandant cases Status of any of the dependant cases is running then the current case will be blocked/wait until that is completed LoaderEnti tyListSpine subscription,account,contact,product_holding,product_reference,subs_flex_attribute,su bs_invoice_charge,address,tps,device LoaderFile AttributesSpine {"LoadType":"file", "Compressed":true, "Encrypted":true, "Mandatory":true, "HasChecksum":true, "HasHeader":false, "Delimiter":"|", "S3TransferMode": "move"}Comma separated list of entities for the specified type FileAttribut esaccount {"ManifestFilePattern":"account_.*_.*.readme"} File Attributes for the given Loader Sub Type which include the file type configurations FileAttribut esaddress {"ManifestFilePattern":"address_.*_.*.readme"} File Attributes for the given Loader Sub Type which include the file type configurations FileAttribut escontact {"ManifestFilePattern":"contact_.*_.*.readme"} File Attributes for the given Loader Sub Type which include the file type configurations FileAttribut
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given Loader Sub Type which include the file type configurations FileAttribut esdevice {"ManifestFilePattern":"device_.*_.*.readme"} File Attributes for the given Loader Sub Type which include the file type configurations FileAttribut esproduct_h olding{"ManifestFilePattern":"product_holding_.*_.*.readme"} File Attributes for the given Loader Sub Type which include the file type configurations FileAttribut esproduct_r eference{"ManifestFilePattern":"product_reference_.*_.*.readme"} File Attributes for the given Loader Sub Type
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4008 Data Setup Copy all the entities mentioned in ConfigType =LoaderEntityList to be loaded onto path mentioned in the ConfigType =LoaderIncomingPath Files will be pushed by the Vodafone team on to S3 path (ConfigType =LoaderIncomingS3Path) on PROD whereas, in all lower environments, we have to manually sync the files onto LoaderIncomingS3Path before running the loader by using the below AWS CLI command The above sync command syncs objects under a specified prefix and bucket to files in a local directory by uploading the local files to s3. Option --delete: Any files existing under the specified prefix and bucket but not existing in the local directory will be deleted. In this example, the user syncs the bucket s3://vf-aom-uk-nonprod-eu-west-1-submissionbucket to the local current directory. Upload all the files in the local current directory into /dev1/spine/folder on S3 Bucket Run Spine Loader Run the CaseIgnitor activity Set the Parameter CaseSubType to BDC Verify, if a new case instance is created from the Pega Dev Studio -->App Explorer--> Click on the VFUK-FW-AOMFW-Work-Loader Class Instances and check the progress of the case Frequently Occurring Problems File can’t be found by the process In most cases, it would be a config issue. specially in the InputFilePattern/ManifestFilePattern values, all *(stars) should be preceded with .(dot) Validate the JSON for both FileAttribues and LoaderFileAttributes config Type, In-valid JSON can cause issues Input file issue, need to check the error and send the error sample to the source system to correct which include the file type configurations FileAttribut essubs_flex
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which include the file type configurations FileAttribut essubs_flex _attribute{"ManifestFilePattern":"subs_flex_attribute_.*_.*.readme"} File Attributes for the given Loader Sub Type which include the file type configurations FileAttribut essubs_inv oice_char ge{"ManifestFilePattern":"subs_invoice_charge_.*_.*.readme"} File Attributes for the given Loader Sub Type which include the file type configurations FileAttribut essubscripti on{"ManifestFilePattern":"subscription_.*_.*.readme"} File Attributes for the given Loader Sub Type which include the file type configurations FileAttribut estps {"ManifestFilePattern":"tps_.*_.*.readme"} File Attributes for the given Loader Sub Type which include the file type configurations 1 2$ aws s3 sync <source> <target> aws s3 sync . s3://vf-aom-uk-nonprod-eu-west-1-submissionbucket/dev1/spine/ --delete
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4009 How to run BDC loader and add new BDC model files [ Description ] [ Configurations ] [ Data Setup ] [ Run BDC Loader ] [ Frequently Occurring Problems ] Description BDC Models and Features are moved to AOM within the Loader case as a new CaseSubType called BDC. This data is provided from BDC Production S3 Bucket and written to the Cassandra datasets as a result of the Load model run, to be able to use for Decisioning. Configurations LoaderCheckP ointsBDC 00:00-23:00 Comma separated list of check point time ranges in which the Case will be allowed to run. LoaderEntityLi stBDC convergence_model,device_rec,universal_tariff_rec Comma separated list of entities for the specified type LoaderFileAttri butesBDC { "LoadType": "file", "Encrypted": false, "Mandatory": false, "HasChecksum": false, "HasHeader": false, "S3TransferMode": "move" }File Attributes for the given Loader Sub Type which include the file type configuraitons LoaderIncomin gPathBDC /mnt/share/aom/inbound/bdc/ The path of the incoming directory where the Loader will look for the input files for the specified type LoaderIncomin gS3PathBDC s3://vf-aom-uk-nonprod-eu-west-1-submissionbucket/dev1/bdc/ The full S3 path of the incoming directory where the Loader will look for the input files for the specified type. It must include a trailing / (slash) LoaderLoopLi mitBDC 25 The CheckTaskStaus Activity in the
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LoaderLoopLi mitBDC 25 The CheckTaskStaus Activity in the Loader Case is run in a loop to check if the background task that was initiated has finished and this limit is used to control how many times it should loop and also to prevent an infinite loop condition. LoaderManifes tArchiveS3Pat hBDC s3://vf-aom-uk-nonprod-eu-west-1-submissionbucket/dev1/bdc_archive/The directory used by the all case types to temporarily store archive files.ConfigType Config NameConfigValue Descrption
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4010 Data Setup Copy all the entities mentioned in ConfigType =LoaderEntityList to be loaded onto path mentioned in the ConfigType =LoaderIncomingPath Files will be pushed by the BDC team on to S3 path (ConfigType =LoaderIncomingS3Path) on PROD whereas in all lower environments, we have to manually sync the files onto LoaderIncomingS3Path before running the loader by using the below AWS CLI command The above sync command syncs objects under a specified prefix and bucket to files in a local directory by uploading the local files to s3. Option --delete: Any files existing under the specified prefix and bucket but not existing in the local directory will be deleted. In this example, the user syncs the bucket s3://vf-aom-uk-nonprod-eu-west-1-submissionbucket to the local current directory. Upload all the files in the local current directory into /dev1/bdc folder on S3 Bucket Below are the config updates to add a new BDC Pipeline to push data into the existing dataset ManifestFilePattern: Specifies the manifest/readme file pattern/regex ClassName: Name of the existing Class Dataset: Name of the existing dataset Example: Adding new MODEL_XXXCaseDepende nciesBDC BDCLoader Comma separated list of depandant cases Status of any of the dependant cases is running then the current case will be blocked/wait until that is completed CaseId BDC L-153265 Identifier of the BDC Loader Case CaseStatus BDCLo aderCompleted Case Status of the BDC Loader Case PauseCase BDCLo aderFALSE This causes the case (for the specified Case Type) to pause and sent to the Notify Support flow when
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specified Case Type) to pause and sent to the Notify Support flow when the Commit Case State flow is invoked. SkipCaseFinali seEmailBDCLo aderTRUE Global exclusion at case subType level to skip the finalise email regardless of whether case outcome was success, elapsed or aborted 1 2$ aws s3 sync <source> <target> aws s3 sync . s3://vf-aom-uk-nonprod-eu-west-1-submissionbucket/dev1/bdc/ --delete LoaderEntityList BDC universal_tariff_rec,ivr_model,device_rec,convergence_model, <<MODEL_XXX>> Append the new entity name to the existing values FileAttributes <<MODEL_XX X>> {"ManifestFilePattern": "convergence_.*.readme", "ClassName": "VFUK-FW- AOMFW-Data-BDCModel-Predictive", "Dataset": "ConvergenceModel"} Add new record for new entityConfigType ConfigName ConfigValue Notes
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4011 Below are the config updates to add a new BDC Pipeline, by creating a new dataset ManifestFilePattern: Specifies the manifest/readme file pattern/regex ClassName: Name of the Existing Class Dataset: Name of the New dataset Example: Adding new model_xxx and new dataset name is MODEL_XXX_DATASET Run BDC Loader Run the CaseIgnitor activity on the VFUK-FW-AOMFW-Work Class Set the Parameter CaseSubType to BDC Verify, if a new case instance is created from the Pega Dev Studio -->App Explorer--> Click on the VFUK-FW-AOMFW-Work-Loader Class Instances and check the progress of the case Frequently Occurring Problems File can’t be found by the process In most cases, it would be a config issue. specially in the InputFilePattern/ManifestFilePattern values, all *(stars) should be preceded with .(dot) Validate the JSON for both FileAttribues and LoaderFileAttributes config Type, In-valid JSON can cause issues LoaderEntityList BDC universal_tariff_rec,ivr_model,device_rec,convergence_model, <<MODEL_XXX>> Append the new entity name to the existing values FileAttributes <<MODEL_XX X>> {"ManifestFilePattern": "convergence_.*.readme", "ClassName": "VFUK-FW- AOMFW-Data-BDCModel-Predictive", "Dataset": " <<MODEL_XXX_DATASET>>"} Add new record for new entityConfigType ConfigName ConfigValue Notes
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4012 Offers Landing Pages Overview Offers pages Section Templates Parent Single Action page Parent with Children page No Action Information Page Creating a new template Offer Hierarchy Exception Handling Error Page Troubleshooting Overview This page describes the Landing Pages displayed in the Offers Case(Microsite) and how the pages are populated with content. The attributes used to display the pages are detailed below. In the event of Landing Pages not displaying as expected, please check the relevant attribute(s) on the page and the value(s) returned in Decision Data. Offers pages The Offers Landing Pages content is populated from attributes that are set in Decision Data - T2TVAttributes and T2TVActions. These are returned from logic data flows in the Offers Case. The attributes used to display each screen are detailed below. If any screens do not display as expected, the attribute values should be checked first. The value set in T2TVAttributes - TreatmentAttributes.SectionName determines which of the Offers screens to display. Section Templates Currently, we have 3 types of templates than can be used to configure an offer. Parent Single Action page It is used to display only parents with a single action and the template used for this is SingleActionInformationPage
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4013 TreatmentAttributes.SectionName = "SingleActionInformationPage" (set in T2TVAttributes) The page content is populated from the following name/value properties in TreatmentAttributes set in T2TVAttributes. Action buttons are populated from T2TVActions Decision Data attributes - ActionTemplateType & ActionTemplateDetail. There are currently 2 types of Action buttons – The Product Add On button and the Redirect button. Parent with Children page This is used if we want to display a single parent and one or more children. The template used for this is ParentWithCardChildren.HeaderSectionRule The header is shown with the Vodafone logo.This should be a valid Section rule name. The existing Section name with the VF logo should be H e a d e r A l i g n R i g h t Header Hello Emma. Here’s a data offer just for you.Text Body It’s great to see you’ve been making the most of your data allowance…………..Text ExtraLargeImageURL The background image is shown - https://cdn.vodafone.co.uk/en/assets/images/ extralarge/IMG_vodafone_secondline_aom_ v1.jpgURL of the image. LargeImageURL Background image when the screen size is reduced to large - https://cdn.vodafone.co.uk/en/assets/images/ large/IMG_vodafone_secondline_aom_v1.jp gURL of the image. MediumImageURL Background image when the screen size is reduced to medium - https://cdn.vodafone.co.uk/en/assets/images/ medium/IMG_vodafone_secondline_aom_v1 .jpgURL of the image. FooterSectionRule Footer showed with ‘Terms & Conditions’ | ‘Privacy policy’ links and @ 2022 Vodafone text.This should be a valid Section rule name.
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text.This should be a valid Section rule name. The existing Section name should be F o o t e r D e f a u l t .TreatmentAttributes attribute For example on the screen above Notes Product Add On ProductAddOn "[{"Name": "ButtonText", "Value": "<<Set to button label>>"}]"eg. "[{"Name": "ButtonText", "Value": "Buy Now"}]" Redirect RedirectURL "[{"Name": "ButtonText", "Value": "<<Set to button label>>"}, {"Name": "RedirectURL", "Value": "<<Set to url to redirect to>>"}]"eg. "[{"Name": "ButtonText", "Value": "Explore My Options"}, {"Name": "RedirectURL", "Value": "Vodafone – Our Best Ever N etwork | Now With 5G "}]"Button type ActionTemplateType ActionTemplateDetail attributesNotes
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4014 TreatmentAttributes.SectionName = "ParentWithCardChildren" (set in T2TVAttributes) The page content is populated from the following name/value properties in TreatmentAttributes set in T2TVAttributes. For each Child, the card sections on the page are populated from the following name/value properties in the Child’s TreatmentAttributes : HeaderSectionRule The header is shown with the Vodafone logo.This should be a valid Section rule name. The existing Section name with the VF logo should be H e a d e r A l i g n R i g h t Header Hello Emma. Here’s a data offer just for you.Text Body It’s great to see you’ve been making the most of your data allowance…………..Text ExtraLargeImageURL The background image is shown - https://cdn.vodafone.co.uk/en/assets/images/ extralarge/IMG_vodafone_secondline_aom_ v1.jpgURL of the image. LargeImageURL Background image when the screen size is reduced to large - https://cdn.vodafone.co.uk/en/assets/images/ large/IMG_vodafone_secondline_aom_v1.jp gURL of the image. MediumImageURL Background image when the screen size is reduced to medium - https://cdn.vodafone.co.uk/en/assets/images/ medium/IMG_vodafone_secondline_aom_v1 .jpgURL of the image. BodyHeader Get your extra Text FooterSectionRule Footer showed with ‘Terms & Conditions’ | ‘Privacy policy’ links and @ 2022 Vodafone text.This should be a valid Section rule name. The existing Section name should be F o o t e r D e f a u l t .TreatmentAttributes attribute For example on the screen above Notes
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4015 For this page, there are no Action buttons for the Parent section. Action buttons can be defined for the Child card sections. Action buttons are populated from T2TVActions Decision Data attributes - ActionTemplateType & ActionTemplateDetail. There are currently 2 types of Action buttons – The Product Add On button and the Redirect button. No Action Information Page This is used for displaying only offer which has no action and the template used for this is NoActionInformationPage.ImageSashText 50% discount Text Header 1GB of data for only £XX a month Text Body Your Data Extra will automatically renew each month……Text LargeImageURL Child card image - For 1GB - https://www.vodafone.co.uk/en/assets/image s/large/IMG_aom_vodafone_secondline_1gb .jp . For 2GB - https://www.vodafone.co.uk/en/assets/image s/large/IMG_aom_vodafone_secondline_2gb .jpgURL of the image. MediumImageURL Child card image for medium screen size - For 1GB - https://www.vodafone.co.uk/en/assets/image s/medium/IMG_aom_vodafone_secondline_ 1gb.jpg . For 2GB - https://www.vodafone.co.uk/en/assets/image s/medium/IMG_aom_vodafone_secondline_ 2gb.jpgURL of the image. Footer This Data Extra will be added to the mobile number……………TextTreatmentAttributes attribute For example on the screen above Notes Product Add On ProductAddOn "[{"Name": "ButtonText", "Value": "<<Set to button label>>"}]"eg. "[{"Name": "ButtonText", "Value": "Buy Now"}]" Redirect RedirectURL "[{"Name": "ButtonText", "Value":
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"Value": "Buy Now"}]" Redirect RedirectURL "[{"Name": "ButtonText", "Value": "<<Set to button label>>"}, {"Name": "RedirectURL", "Value": "<<Set to url to redirect to>>"}]"eg. "[{"Name": "ButtonText", "Value": "Explore My Options"}, {"Name": "RedirectURL", "Value": "Vodafone – Our Best Ever N etwork | Now With 5G "}]"Button type ActionTemplateType ActionTemplateDetail attributesNotes
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4016 TreatmentAttributes.SectionName = "NoActionInformationPage" (set in T2TVAttributes) The page content is populated from the following name/value properties in TreatmentAttributes set in T2TVAttributes. There are no Action buttons for this page. Creating a new template · All the new templates need to be created as sections in PegaMKT-Work-Microsite-Offers (Case appliesTo) class. Before creating a template in AOM, need to get the html required to create a template from the relevant team (UX/UI). HeaderSectionRule The header is shown with the Vodafone logo.This should be a valid Section rule name. The existing Section name with the VF logo should be H e a d e r A l i g n R i g h t Header Hello Emma. Here’s a data offer just for you.Text Body It’s great to see you’ve been making the most of your data allowance…………..Text ExtraLargeImageURL The background image is shown - https://cdn.vodafone.co.uk/en/assets/images/ extralarge/IMG_vodafone_secondline_aom_ v1.jpgURL of the image. LargeImageURL Background image when the screen size is reduced to large - https://cdn.vodafone.co.uk/en/assets/images/ large/IMG_vodafone_secondline_aom_v1.jp gURL of the image. MediumImageURL Background image when the screen size is reduced to medium - https://cdn.vodafone.co.uk/en/assets/images/ medium/IMG_vodafone_secondline_aom_v1 .jpgURL of the image. FooterSectionRule Footer showed with ‘Terms & Conditions’ | ‘Privacy policy’ links and @ 2022 Vodafone text.This should be a valid Section rule name.
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text.This should be a valid Section rule name. The existing Section name should be F o o t e r D e f a u l t .TreatmentAttributes attribute For example on the screen above Notes
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4017 · All the templates will be included in the main section, called Offers, dynamically based on TreatmentAttributes(SectionName) of the offer returned from dataflow. The name of the Section rule created for a new template needs to match the SectionName in TreatmentAttributes. · Please update the appropriate decision data discussed in the above sections to return the details as part of the data flow. · As we have a standard header and footer for all the current templates, we have created common Header and Footer sections that can be reused. o Header - H e a d e r A l i g n R i g h t o Footer - F o o t e r D e f a u l t Please create new rules if any of them is different to existing templates, by referring to the above corresponding header or footer sections. · Create a new section that has an HTML body implemented · We already have actions (e.g., buttons, links) defined in the SingleActionCard Section class. o If we need to add new action please update the section accordingly. o The new action needs to come as ActionTemplateType in TreatmentAction which will be returned as part of dataflow. Offer Hierarchy Parent and child offers presented on the landing page will follow a parent/child class hierarchy. Please find details below: Parent offer - VFUK-FW-AOMFW-UI-Microsite-Offer-MainOffer Child - VFUK-FW-AOMFW-UI-Microsite-Offer VFUK-FW-AOMFW-UI-Microsite-Offer Class VFUK-FW-AOMFW-UI-Microsite-Offer VFUK-FW-AOMFW-UI-Microsite-Offer- MainOfferClass (Parent) VFUK-FW-AOMFW-UI-Microsite-Offer- MainOffer
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MainOffer OfferSR Page(VFUK-AOMFW-SR) VFUK-FW-AOMFW-UI-Microsite-Offer TreatmentAttributes ValueGroup VFUK-FW-AOMFW-UI-Microsite-Offer TreatmentActions PageList(VFUK-AOMFW-SR) VFUK-FW-AOMFW-UI-Microsite-Offer Children PageList(VFUK-FW-AOMFW-UI-Microsite- Offer)VFUK-FW-AOMFW-UI-Microsite-Offer- MainOfferRule Name Type Class
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4018 Exception Handling Error Page There is only one common exception handling page and displays for all flow exceptions and errors in the Offers Case. The exception page HTML is configurable and is currently configured in the AOMConfig data type. Please find the details below: All attributes are set from the following record in AOMConfig (shown here with example ConfigValue): ConfigType: ExceptionTemplateAttributes ConfigName: OffersMicrosite ConfigValue: { "PageTitle": "Oops", "Header": "Sorry, that didn't work", "Body": "We're sorry, we weren't able to process your request. Please click below to check out your options", "ExtraLargeImageURL": "Vodafone – Our Best Ever Network | Now With 5G "LargeImageURL": "Vodafone – Our Best Ever Network | Now With 5G "MediumImageURL": "Vodafone – Our Best Ever Network | Now With 5G "ButtonText": "Explore My Options", "ButtonURL": "Vodafone logo } Troubleshooting Text content not displaying as expected (Header or Body)Check AOMConfig entry for individual attributes - Header & Body Button text not displaying as expected Check AOMConfig entry - ButtonText attribute The button does not redirect to the expected URLCheck AOMConfig entry - ButtonURL attribute Background image not displaying as expectedCheck AOMConfig entries - ExtraLargeImageURL, LargeImageURL, MediumImageURLThe different size images are used depending on the screen size.Problem Check Notes
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4019 Simulation Overview Running a Simulation Types Base Line Data Settings Execution Modes BatchNBA GetNBA TIL Output Overview We use simulations to simulate the decisioning for customers in batch and realtime customers. To use OOB simulation, we need some manual steps to get the desired summary output. To overcome this, the Simulation case has been introduced to automate the process. This document briefs on how to run the simulation case using the portal. Running a Simulation To run the simulation, we need to use the simulation portal. Go to 1. Launch portal --> 2. AOMManagement Next, click 1. Simulation --> 2. Create New Now configure the Simulation case that you wish to create
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4020 Types Currently, the simulation case supports 3 types of simulation Types 1. Funnel - gives the statistics of an offer in the framework at each funnel. It can drill down and see how different components influence decision outcomes 2. Distribution - used to inspect the number of actions offered in general, the number of actions across various channels, the average propensity of the actions, the ranks at which each action is offered, and so on. This is particularly useful when creating or changing an action and understanding the possible implications of that change. 3. Customer - can track at which funnel the customer is passed/dropped and gives the statistics per an Individual Customer in the framework Base Line Data Settings The simulation case supports the following base line data settings: 1. No base line data 2. Create new Base Line data - a new baseline dataset will be created for the selected Simulation Type after truncating the current dataset if it existed already 3. Use existing Base Line data - run the simulation on the previously created baseline dataset for the selected Simulation Type Selecting this option does not require Execution Mode-specific fields outlined in the “Execution Modes” section below Execution Modes The simulation supports the following execution modes: 1. BatchNBA: Simulation is executed for the selected customers who are in AOM subscription spine
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4021 Segments are used for customer selection 2. GetNBA: Simulation is executed for the selected customers who have interacted via GetNBA API Customer along with context are stored in the inbound_subscription_context table as part of GetNBA call which will be the source for GetNBA simulation 3. TIL: Simulation is executed for the selected customers who have interacted via GetBundleEvent API Customer along with context are stored in the bundle_event_context table as part of TIL call which will be the source for TIL simulation BatchNBA 1. Select or type in a Segment from the above dropdown. Only segments that begin with “SIM_” are displayed in the dropdown 2. Optionally, you can choose to refresh the segment during the run GetNBA 1. Select a Channel which enables the Sub Channel dropdown selection 2. Select a Sub Channel, which enables Primary Context selection. If “N/A” is the only Primary Context (and hence the only Secondary Context), these values are selected automatically 3. Select a Primary Context, which enables Secondary Context selection. If “N/A” is the only Secondary Context, this value is selected automatically 4. Select a Secondary Context Each subsequent dropdown contains a list of values based on the selected previous GetNBA properties i.e. only a combination existing in inbound_subscription_context can be selected. 5. & 6. After all four of these properties are selected, a date range needs to be chosen. Only customers with request dates in this range will be processed from inbound_subscription_context The minimum and maximum date is calculated based on this request data. The date range must be within this minimum/maximum. In this example, the Primary Context “T radeIn” is the only option for Channel: Retail, Sub Channel: Basket
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4022 TIL 1. Select or type in a value for NTID from the dropdown 2. & 3. After the NTID is selected, a date range needs to be chosen. Only customers with request dates in this range will be processed from bundle_event_context The minimum and maximum date is calculated based on this request data. The date range must be within this minimum/maximum. Output Based on type and execution mode (for Customer type), the simulation case will output the results to the corresponding table. Below are the details: Funnel Any simulation_funnel_summary Distribution Any simulation_distribution_summary Customer BatchNBA simulation_funnel_batchnba GetNBA simulation_funnel_getnba TIL simulation_funnel_tilType ExecutionMode Output Table
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4023 How to Run a Loader Case - Loading files Step1: Update AOMConfig Data Type Step2: Load latest Data files on S3 Bucket Step3: Run Loader Case Step1: Update AOMConfig Data Type As per below screenshot, ensure that AOM config has correct values for LoaderEntityList. For example, if a new Loans view has been added in the database then it should have an entry here. If you’re unsure what values should be included in LoaderEntityList please search the file name provided by data team as per 2nd screenshot below. As best practice, please ensure to take a backup of AOMConfig before you make changes and once tested import backup file including your changes and test again. AOMConfig LoaderEntitiyList: Search for right ConfigName: Step2: Load latest Data files on S3 Bucket First login to realtime/appserver as per below screen shot and create a copy of the files supplied by the data team in your folder. If you don't currently have a folder best to create one as per below and then copy files. Open MPutty & Login to bastion by using Authy:
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4024 Copy the verification code using the copy button on Authy and do a right click on MPutty to paste it. Once done, leave the bastion session open and open appserver Setting permissions to get access If you are getting the Permission denied error, instead of using root user to open protected directories, change to the correct user first. Use sudo -i and then sut to change to tomcat user. Use below commands to get to the right location and create your folder:
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4025 cd => change directory command to go to the right directory ll => show list of items in the folder you’re in mkdir => create new directory Once your folder is created, go to the location where the latest files are stored by the data team and copy and paste them into your new folder ready to be Synced into S3 Bucket location. Location where the data team has placed files will be in their email as per below sample email: Sample email from Data Team: Commands to copy files from above location into your folder: cp -p *.zip => Copy and Paste all Zip files form the current directory into destination directory (which should be the folder you’ve created) Create our own dummy data: To check the data in existing file use command:
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4026 cat filename eg. cat device_20200714000000_full_00.dsv.csv The empty lines represent null values. You can insert dummy data into the database table using SQL and then export the file into csv format. Remove the column names on top of the csv file and ensure that it is converted to dsv format. You can do manually by replacing the commas with delimeters e.g. Import this file into your own folder - /home/name using winscp or you can import using import button in MobaXterm. Then copy this file from your file into /mnt/share/aom/... using copy command in terminal Make sure the folder is in tomcat and not root by using the command : chown tomcat:tomcat foldername For files - chown tomcat:tomcat filename Once the dsv file is uploaded into the folder, the file needs to be in zipped, encrypted and put into readme format. To zip file, first check if you have zip installed by running this command zip --version If the program returns the program version then you can simply zip the file using the command - zip filename
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4027 Otherwise, first install zip - sudo apt install zip unzip, then run the command once installed Zip command - zip device_202302151149_full_00.dsv.csv.zip device_202302151149_full_00.dsv.csv To encrypt use the following command gpg --homedir /mnt/share/aom/.gnupg --yes --batch --output device_202302151149_full_00.dsv.csv.zip.gpg --recipient [email protected] --encrypt device_202302151149_full_00.dsv.csv.zip To decrypt use the following command - useful for decrypting an existing file to make an update to that file gpg --homedir /mnt/share/aom/.gnupg --yes --batch --passphrase passphrase --output device_202302151149_full_00.dsv.csv.zip --decrypt device_202302151149_full_00.dsv.csv.zip.gpg Make sure the file is tomcat and not root! Make checksum file cksum device_202302151149_full_00.dsv.csv.zip.gpg > device_202302151149_full_00.dsv.csv.zip.gpg.cksum Make readme file by creating a new file called device_202302151149_full.readme - this should be in format specified in AOMconfig in file attributes Command for new file - touch device_202302151149_full.readme Then copy device_202302151149_full_00.dsv.csv.zip.gpg file into that file by using command - echo device_202302151149_full_00.dsv.csv.zip.gpg > device_202302151149_full.readme This file can then be copied into the core folder and sync process can start as mentioned below. Adding data to new columns in an existing file using linux :
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Adding data to new columns in an existing file using linux : sed -i 's/$/|1-4SJJBKT/' account_20210113090447_delta_00 Sync all required files from your folder onto the correct S3 Location: Check the required S3 location in AOMConfig before you sync as per below: aws s3 sync => Performs sync by taking all files from current folder and loading them onto destination S3 folder with --delete option which deletes all existing files at destination folders and loads all files from source
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4028 Step3: Run Loader Case Search for CaseIgnitor Activity and open the one is Loader class as per below Screenshot: Run the activity for Correct CaseSubType, for example use ProductCatalogue to load Catalogue data and Spine for Spine data: To Monitor Case progress go to below landing page and click on the instance of your run and go to Audit section. If completed successfully you’ll see a “Resolved-Completed” status if not there will be errors in the Audit to help you understand why case has failed: You can also find any detail error message in index_status table by searching your case id.
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4029
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4030 How to create a Renegotiation case with mock data Step1 Create necessary mock services and update mashup Data transform for renegotiation case Mashup Name: Mashup_Mock_Renegotiation DataTransform - You can save as and update CaseId and DealId with your previous case, according to the test scenario. Validate Basket Mock Service: You can use your ValidateBasket Graph for VB response, according to the test scenario. Get Customer Mock Service: You can use your GetCustomer Graph for GC response, according to the test scenario. You can skip it, if your previous case has the same day. Step2 Save a recommendation in the previous case. There are two ways to do that: 1. Click Select button for any of recommendations and close the case. 2. Add Save=True property in the recommendation level in your GR mock service for one of the recommendations. All setup is done for the previous case. Step3 Use the corresponding VB mock service and GC mock service(if required) for the test scenario and then launch the VADR with a renegotiation mashup. Don't forget to update the recommendation page in your VB response graph while working on your VB mock service. Because eventually, your recommendation which is saved in the previous case will be replaced with whatever you put in the VB response.
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4031 Run Simulation Overview Simulation Preprocess SimulationPreProcess activity InsertSimulationLookupData SubscriptionDataForBatchNBA Create and Run Simulation CreateSimulation activity SetupSimulation DataT ransform SetupDestinationForFunnel DataT ransform SetupDestinationForDistribution DataT ransform RunSimulation activity CheckSimulationRun activity Post Processing (TBD) Overview This document covers how to run the simulation without using a simulation landing page. This document covers create and run of Funnel and Distribution simulation types. Simulation Preprocess We need to run some preprocessing steps to set up the data for simulation. SimulationPreProcess activity The VFUK-FW-AOMFW-Work.SimulationPreProcess activity will do the following steps to achieve this. InsertSimulationLookupData The simulation_lookup table contains proposition data and this is needed when we run queries to view the simulation funnel output. SubscriptionDataForBatchNBA SubscriptionDataForBatchNBA is used as an input for both simulations. Before running the simulation we need to make sure the SubscriptionDataForBatchNBA has the updated customer data with intents. This activity is used to load the simulation_lookup table with the latest proposition data by calling VFUK-FW-AOMFW-Data- Subscription.InsertSimulationLookupData activity and load the SubscriptionDataForBatchNBA dataset using PrepareDataForBatchNBA dataflow Applies To VFUK-FW-AOMFW-Work Ruleset TBD Input Parameter sN/ASimulationPreProcess
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4032 Create and Run Simulation Creating simulation involves creating a page of type Data-Decision-Simulations and updating the required values. CreateSimulation activity SetupSimulation DataTransform SetupDestinationForFunnel DataTransformOutput Parameter sN/A Error HandlingPrimary Catch-all Error Handler: Catches all the unhandled Exceptions or Errors in the activity This activity will set data required pages pyOptions, pyDataSource, pyStrategy, and pyDestinations pages of Data-Decision-Simulations for running a simulation based on SimulationType and SimulaitonName parameter. Then create and run simulation work-item. Applies To VFUK-FW-AOMFW-Work Ruleset TBD Input Parameter sSimulaitonName, SimulationType Output Parameter sN/A Error HandlingPrimary Catch-all Error Handler: Catches all the unhandled Exceptions or Errors in the activityCreateSimulation SetupSimulation DT set data in pyOptions, pyDataSource, pyStrategy, and pyDestinations pages of Data-Decision-Simulations. Sets the pyDestinations page differently based on SimulationType Applies ToData-Decision-Simulations Ruleset TBD Input Parameter sSimulaitonType Output Parameter sN/ASetupSimulation SetupDestinationForFunnel DT set data in pyDestinations pages of Data-Decision-Simulations for Funnel type simulationSetupDestinationForFunnel
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4033 SetupDestinationForDistribution DataTransform RunSimulation activity CheckSimulationRun activityApplies ToData-Decision-Simulations Ruleset TBD Input Parameter sN/A Output Parameter sN/A SetupDestinationForFunnel DT set data in pyDestinations pages of Data-Decision-Simulations for Distribution type simulation Applies ToData-Decision-Simulations Ruleset TBD Input Parameter sN/A Output Parameter sN/ASetupDestinationForFunnel RunSimulation activity calls the pxSubmitAndRun activity passing SimulaitonID so that the corresponding Simulation gets started. Applies To VFUK-FW-AOMFW-Work Ruleset TBD Input Parameter sSimulaitonID Output Parameter sN/A Error HandlingPrimary Catch-all Error Handler: Catches all the unhandled Exceptions or Errors in the activityRunSimulation CheckSimulationRun
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