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- Getting started for development teams
- Developing an application
- Best practices for application development
- Reusing built-on capabilities
- Adopting feature-driven development
- Communicating with users by using Pulse
- Collaborating with users by using spaces
- Collaborating on shared content by using documents
- Documenting your application
- Designing a case
- Creating a case type
- Defining the case life cycle
- Creating a stage in the case life cycle
- Adding a process to a stage
- Adding a step to a process
- Step types
- Collecting information from a user
- Assigning a task to a user
- Requesting approval from a user
- Adding a preconfigured step to a process
- Asking a question in a case
- Asking a group of related questions in a case
- Attaching content to a case
- Attaching screen captures to a case
- Creating a contextual case
- Collecting digital signatures in a case
- Finding duplicate cases
- Moving a case to a different stage
- Pausing a process in a case
- Transforming a temporary case into a permanent object
- Posting messages to a case
- Preloading a data page
- Running a background process
- Running a survey in a case
- Sending event notifications from a case
- Sending email from a case
- Sending push notifications from a case
- Saving data in a data page as part of a flow
- Updating case information
- Calling one process from another process
- Configuring case resolution
- Improving case findability
- Adding meaningful data to a case
- Guiding case workers to successful case resolution
- Enabling case notifications
- Changing the status of a case
- Providing relevant optional actions to case workers
- Enforcing service-level agreements
- Enabling offline support for case types
- Managing concurrent access to a case
- Case processing
- Managing application data
- Viewing application integration and data connections
- Data modeling
- Exploring the data model
- Managing data types
- Managing your data model
- Managing application data
- Bringing data into your application
- Integrating data from a REST service when creating a data type
- Integrating data from a REST service for an existing data type
- Importing data into your application from an external system
- Updating data records
- Data mapping limitations
- Updating connection details and mapping for a data type
- Preparing your data for production
- Bringing data into your application
- Data views
- Preparing your data for production
- Managing UI Views
- Troubleshooting data in UI elements
- Reporting
- Report types
- Creating reports
- Creating a report
- Editing reports
- Running reports
- Standard reports by category
- Report List features
- Creating the user experience
- Channels and interfaces
- Configuring the Mashup channel
- Conversational channels
- Email Bot
- Email channel behavior
- Intelligent email routing
- Email channel NLP model
- Email triage
- IVA for Facebook
- Facebook channel behavior
- Configuring the Facebook channel
- Adding cases for the Facebook channel
- Adding custom responses for the Facebook channel
- Configuring text analyzer definitions for the Facebook channel
- Configuring system responses for the Facebook channel
- Configuring time-out options for the Facebook channel
- Enabling synchronous mode for debugging
- Facebook channel content
- Configuring Facebook Get Started button
- Setting up a Facebook operator ID
- Adding a conversation to a case type
- Configuring the Facebook channel
- Facebook chatbot preview console
- Facebook channel NLP model
- Facebook channel behavior
- IVA for Web Chatbot
- Web Chatbot channel behavior
- Configuring the Web Chatbot channel
- Generating the Web Chatbot channel mashup code
- Web Chatbot preview console
- Web Chatbot channel NLP model
- Web Chatbot channel behavior
- Adding a conversation to a case type
- Email Bot
- Previewing an application
- Channels and interfaces
- Forms and fields
- Design templates
- Controls
- Standard controls
- Specifying visibility and privilege options for a control
- Adding actions to a control
- Copying, moving, or deleting a control
- Button controls
- Date time (calendar) control
- Understanding the Date, TimeofDay, and DateTime property types
- Evaluation of symbolic dates
- Java date pattern
- Adding a Date time control to a layout
- Configuring the basic settings for a Date time control - a date or time
- Specifying read-only and edit options for a Date time control
- Selecting the date and time format and display mode
- Selecting spinners or drop-down fields for navigation
- Restricting the years displayed
- Setting intervals of minutes
- Displaying week numbers in calendar widgets
- Disabling the selection of weekend days
- Specifying presentation options for a Date time control
- Specifying a time zone for a Date time control
- Configuring the basic settings for a Date time control - date range
- Configuring the basic settings for a Date time control - a date or time
- Adding and configuring an Advanced data visualization control
- Image controls
- Link controls
- Multi-select list controls
- Rich text editor controls
- Timeline controls
- Advanced controls
- Selecting the property reference for a control
- Specifying presentation options for a control
- Adding an Address Map control
- Enabling attaching files to an application
- Adding an Autocomplete control
- Adding a chart
- Adding a Checkbox control
- Adding a Currency control
- Adding a Data Field for a composite application
- Adding a Drop-down control
- Adding a Text control
- Adding an Integer Control
- Adding the Map control
- Configuring a text label in a layout cell or header
- Displaying location as static map image
- Adding paragraphs to place rich text in a layout cell or header
- Adding a Purpose-Specific control
- Adding a Radio Button control
- Adding a Signature capture control
- Adding a Tooltip
- Adding a Text area control
- Adding a Text input control
- Adding a video to a section
- Control form - Actions tab
- Standard controls
- Design templates for sections
- Controls
- Dynamic views
- Building a form for a case type
- Validating input in forms
- Restricting user input in a field
- Configuring a form at run time
- Configuring a work area at run time
- Configuring a region at run time
- Styling controls at run time
- Configuring a table at run time
- Configuring a case at run time
- Supported display modes by field type
- Design templates
- Creating and managing pages for applications
- Offline capability
- Offline configuration page
- Enabling access group data prepackaging during build
- Offline packaging optimization during synchronization
- Server-side postprocessing in offline mode
- Configuring offline support for a mobile app
- Flow processing in offline mode
- Requirements for surveys in offline mode
- Supported controls when working offline
- Attach content support in offline mode
- Supported actions when working offline
- Offline (OSCO) mode breakout API
- When rule support in offline mode
- Decision table support in offline mode
- Validate rule support in offline mode
- Function rule support in offline mode
- Data transform support in offline mode
- Packaging a signature after the work object is resolved
- Error and warning handling in offline mode
- Data synchronization JavaScript API
- callActivity action as an extension
- Pega Mobile
- Pega Mobile and mobile clients
- Configuring a mobile app
- Mobile app
- Navigating to the mobile channel
- Configuring security options
- Mobile app branding and layout
- Configuring search in mobile apps
- Building mobile apps
- Building an Android app
- Building an iOS app
- Exporting an unsigned iOS app
- Android certificate set
- iOS certificate set
- Opening an existing iOS certificate set
- Creating an iOS certificate set
- Creating an unsigned iOS certificate set
- Uploading a provisioning profile
- Uploading a signing certificate
- Uploading a push notifications certificate
- Uploading a widget provisioning profile
- Selecting an iOS certificate set
- Expiration of iOS certificates
- Mobile certificates page
- Setting up push notifications in mobile apps
- Configuring push notifications on Android
- Configuring push notifications on iOS
- Auto-incrementing app version
- Setting the app build version
- Selecting a specific client version
- Setting up an alternative host
- Distributing mobile apps
- Configuring application package-based mobile app
- Push notifications from app administrators
- Tracking mobile users with the Map control
- Pega Mobile Express and Pega Mobile Preview
- Localizing an application
- Optimizing application load time
- Security
- Preparing your application for secure deployment
- Authentication
- Creating an authentication service
- Authentication services
- Configuring a basic authentication service
- Mapping operator information for a basic authentication service
- Specifying preauthentication and postauthentication activities for a basic authentication service
- Requiring reauthentication for new and expired sessions for a basic authentication service
- Configuring operator provisioning for a basic authentication service
- Enforcing policies from the Security Policies landing page
- Activating your basic authentication service
- Configuring a SAML SSO authentication service
- Configuring the identity provider for a SAML SSO authentication service
- Mapping operator information for a SAML SSO authentication service
- Specifying preauthentication and postauthentication activities for a SAML SSO authentication service
- Requiring reauthentication for new and expired sessions for a SAML SSO authentication service
- Configuring operator provisioning for a SAML SSO authentication service
- Overriding the service provider settings for a SAML SSO authentication service
- Enforcing policies from the Security Policies landing page
- Activating your SAML SSO authentication service
- Configuring a custom or Kerberos authentication service
- Specifying the binding parameters for a custom authentication service
- Identifying the operator for custom authentication services
- Specifying the binding parameters for a Kerberos authentication service
- Identifying the operator for Kerberos authentication services
- Configuring the challenge behavior for custom or Kerberos authentication services
- Configuring the time-out behavior for custom or Kerberos authentication services
- Mapping additional operator information for custom or Kerberos authentication services
- Configuring an OpenID Connect SSO authentication service
- Configuring the identity provider for an OpenID Connect SSO authentication service
- Mapping operator information for an OpenID Connect SSO authentication service
- Specifying preauthentication and postauthentication activities for an OpenID Connect SSO authentication service
- Requiring reauthentication for new and expired sessions for an OpenID Connect SSO authentication service
- Configuring operator provisioning for an OpenID Connect SSO authentication service
- Enforcing policies from the Security Policies landing page
- Activating your OpenID Connect SSO authentication service
- Configuring an anonymous authentication service
- Configuring the anonymous operator for an anonymous authentication service
- Specifying preauthentication and postauthentication activities for an anonymous authentication service
- Mapping operator information for an anonymous authentication service
- Activating your anonymous authentication service
- Configuring an application to use an anonymous authentication service
- Configuring a token credentials authentication service
- Mapping operator information for a token credentials authentication service
- Specifying preauthentication and postauthentication activities for a token credentials authentication service
- Requiring reauthentication for new and expired sessions for a token credentials authentication service
- Activating your token credentials authentication service
- More about authentication services
- Configuring login and disablement policies
- Controlling access to and from external applications
- Creating an authentication profile
- Authentication profiles
- Configuring a Basic authentication profile
- Configuring an NTLM authentication profile
- Configuring an OAuth 1.0a authentication profile
- Configuring an OAuth 2.0 authentication profile
- Configuring an Amazon Web Services authentication profile
- Configuring a Microsoft Azure authentication profile
- Setting up an OAuth 2.0 client registration
- Setting up an OAuth 2.0 provider
- Setting up an OAuth 1.0 client
- Creating a WS-Security profile data instance
- Creating a web service policy data instance
- Creating an identity mapping data instance
- Securing your application for mashup access
- Creating an authentication profile
- Creating a SAML SSO authentication service
- Creating an OIDC SSO authentication service
- Creating a Google authentication service
- Creating an authentication service
- Authorization
- Role-based access control
- Operators
- Access groups
- Viewing access groups and operators
- Creating an access group
- Assigning work pools to an access group
- Granting portal access to an access group
- Configuring case type access
- Viewing authorizations for case type items in a single access group
- Editing authorizations for case type items in a single access group
- Viewing authorizations for case type items in all access groups
- Viewing authorizations for case type flows and flow actions in a single access group
- Editing authorizations for case type flows and flow actions in a single access group
- Access Manager
- Configuring tools access
- Configuring advanced settings for access groups
- Creating an application ID data instance
- Granting portal access to an access group
- Updating access groups by submitting a request to an active instance
- Defining a user role for access control
- Access roles
- Viewing access roles
- Creating an access role by using the rule form
- Creating an access role by using the access role dialog box
- Adding a role to an access group
- Configuring an access role
- Standard access roles
- Controlling role evaluation for access groups
- Viewing operations available to access role assignees
- Viewing activities available to access role assignees
- Advanced settings for access roles
- Privileges
- Attribute-based access control
- Client-based access control
- Role-based access control
- Auditing
- Security assets and the environment
- Searching for security vulnerabilities in rules
- Encryption ciphers
- Creating a keystore
- Keystores
- Importing an X.509 certificate
- Configuring an Amazon Key Management Service (KMS) keystore
- Configuring a Microsoft Azure Key Vault keystore
- Configuring a HashiCorp Vault keystore
- Configuring a Google Cloud KMS keystore
- Configuring a keystore by uploading a file
- Configuring a keystore by using a file reference
- Configuring a keystore by using a URL reference
- Configuring a keystore by using a data page reference
- Changing the default keystore caching settings
- Creating a token profile
- Mitigating common security vulnerabilities
- Best practices for application development
- Managing your system
- Managing your system
- Keeping Pega Platform current
- Configuring system-wide parameters
- Configure system settings from Dev Portal
- System general landing page
- Setting application-specific configuration settings with configuration definitions and configuration bundles
- Creating a configuration definition
- Editing a configuration definition
- Temporarily overriding a configuration definition value
- Reverting to a default configuration definition value
- Creating a configuration bundle
- Editing a configuration bundle
- Exporting a Configuration Bundle to a JSON file
- Loading a configuration bundle onto an application
- Configuring production-level-specific run-time settings by using application settings rules
- Dynamic system settings
- Creating a dynamic system setting
- Editing a dynamic system setting
- Java methods for dynamic system settings and application settings
- Dynamic system settings data instances
- Updating dynamic system settings by submitting a request to an active instance
- Updating dynamic system settings by using a direct connection to the database
- Downloading the system state by using a REST API
- Downloading the system state for a cluster or node
- Configuring the online help URL
- Configuring the external log URL
- Configuring the public link URL
- Configuring Java compiler access to information
- Configuring the system name
- Specifying system-wide security parameters by using system data instances
- Project Management Framework (PMF)
- Configuration settings in Admin Studio
- Changing the storage destination for the import data wizard, BIX, and file listeners
- Utilities
- Configure system settings from Dev Portal
- System Operations
- Reference
- Glossary
- Trademarks and copyright
2020-09-09