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  • Getting started for development teams
    • Setting up your environment
      • Exploring application-editing mode
      • Creating a team
        • Inviting collaborators to your application
        • Adding a secondary manager to a team
        • Defining areas of expertise for a team
        • Deleting a team
        • Removing a team member
      • Setting your work availability
      • Configuring your dashboard
        • Changing your dashboard layout
        • Adding a widget to your dashboard
          • Dashboard widgets
        • Sharing a dashboard with your team
      • Defining a theme and a logo for a portal
      • Switching between applications
      • Changing your workspace
        • Workspaces
      • Setting branch development preferences
      • Design-time limitations in App Studio
  • Developing an application
    • Application development
      • Getting started with low-code application development
        • Exploring application
          • Changing your workspace
          • Exploring application-editing mode
        • Building your first application
          • Creating applications
          • Inviting collaborators to your application
          • Setting your application password
          • Configuring applications for reuse
          • Configuring advanced settings for new applications
          • Switching between applications
            • Adding the My Applications gadget
      • Understanding project roles and personas
        • Operators
          • Creating operator IDs
          • Defining operator contact information and application access
          • Defining operator work groups, work queues, and schedules
          • Defining security information for an operator
          • Deleting operators
        • Access groups
          • Viewing access groups and operators
          • Creating an access group
          • Assigning work pools to an access group
            • Work pools and access groups
          • Granting portal access to an access group
          • Configuring tools access
            • Viewing tools authorizations in all access groups
            • Viewing tools authorization for a single access group
            • Editing tools authorization for a single access group
          • Granting portal access to an access group
        • Creating a team
          • Adding a secondary manager to a team
          • Defining areas of expertise for a team
          • Deleting a team
          • Adding work queues to a team
        • Collaborating on cases
          • Collaborating with users by using Pulse
            • Adding the Pulse gadget to your application
            • Enabling users to post messages in the activity feed
            • Creating feed sources for activity feeds
            • Configuring default feed sources
            • Choosing a context for Pulse messages
            • Posting a message in Pulse
            • Replying to a message in Pulse
            • Configuring Pulse email notifications
              • Configuring an email account for Pulse notifications
              • Enabling users to respond to Pulse email notifications
              • Configuring Pulse notifications on additional email accounts
            • Enhancing a message in Pulse
              • Formatting a message in Pulse
              • Uploading an attachment in Pulse
              • Adding links to a message in Pulse
              • Adding a reference in Pulse
                • Restricting case references in Pulse
                • Differentiating case references in Pulse
              • Tagging an existing message in Pulse
              • Tagging a new message in Pulse
            • Managing Pulse messages
              • Viewing your activity feed
              • Bookmarking a message in Pulse
              • Removing a bookmark in Pulse
              • Following messages from a specific user
              • Unfollowing messages from a specific user
              • Deleting a message in Pulse
            • Creating a task in Pulse
          • Collaborating with users by using spaces
            • Creating a space
            • Joining a space
            • Communicating with members of a space
            • Pinning content to a space
              • Editing a pin in a space
              • Deleting a pin from a space
            • Managing a space
              • Updating details of a space
              • Managing members of a space
              • Updating the owner of a space
            • Adding content to a space
              • Discussing content in a space by using Pulse
            • Creating a subspace
            • Monitoring and tracking tasks
          • Collaborating on shared content by using documents
            • Creating a document in an application
            • Discussing a document
      • Creating microjourney for customer success
        • The Pega Express methodology and a microjourney - frequently asked questions
        • Learning about case types
        • Learning about personas
          • Creating personas
          • Associating personas with case types
          • Granting personas access to channels and pages
        • Learning about data objects
          • Associating data objects with case types
          • Implementing draft data objects
        • Application update scenarios to support Pega Express methodology
        • Managing application Inventory
      • Designing applications for reuse and extension
        • Creating a rule
        • Organizing rules
          • Rulesets
            • Creating a ruleset and ruleset version
              • Creating a ruleset version
                • Create RuleSet Version form fields
              • Completing the Save As RuleSet form
              • Creating branch rulesets
            • About the Ruleset Maintenance wizard
              • RuleSet Maintenance wizard step 1
              • RuleSet Maintenance wizard step 2
              • RuleSet Maintenance wizard step 3
              • RuleSet Maintenance — Locked Rules
              • RuleSet Maintenance — Checked-Out Rules
            • Versions tab on the Ruleset form
            • Defining the security of a ruleset
            • Categorizing a ruleset
            • Deleting a ruleset
          • Classes
            • Class layers
            • Class hierarchy and inheritance
            • External classes
            • Creating a class
            • General tab on the Class form
            • Locking tab on the Class form
            • Advanced tab on the Class form
            • External Mapping tab on the Class form
            • About the Rename a Class wizard
            • About the Delete a Class wizard
              • Using the Delete a Class wizard - Step 1: Select Class to Delete
              • Using the Delete a Class wizard - Step 2: Display Classes to Delete
              • Using the Delete a Class wizard - Step 3: Display Results
              • Using the Delete a Class wizard - Step 4: Display References
              • Using the Delete a Class wizard - Step 5: Display References
          • Deleting a rule
            • Restrictions on deleting rules
            • Recovering a deleted rule
        • Rule resolution
          • Ruleset list layers
          • Ruleset list usage during rule resolution
          • Viewing your application ruleset list
          • Using pattern inheritance for rule resolution
        • Moving rules
        • Finding deprecated rules in sections
        • Importing the legacy ruleset from the Resource Kit
        • Referencing properties
        • Branches and branch rulesets
          • Configuring an application to use branches and branch rulesets
            • Adding branches to your application
              • Creating branches
                • Rule development in branches
                  • Developing branches with libraries and functions
              • Adding system branches
          • Branch operations
            • Setting branch development preferences
            • Viewing branch quality and branch contents
              • Understanding branch quality metrics
            • Reordering branches
            • Locking a branch
            • Packaging a branch
            • Removing a branch from an application
            • Deleting a branch from the system
            • Branch reviews
              • Creating a branch review
              • Modifying a branch review
              • Deleting a branch review
              • Closing a branch review
              • Reopening a branch review
              • Reviewing branches
            • Merging branches into target rulesets
              • Conflicts and warnings in the Merge Branches wizard
                • Conflicts in the Merge Branches wizard
                • Resolving conflicts in the Merge Branches wizard
                • Addressing warnings in the Merge Branches wizard
              • Merge branches customization
        • Understanding continuous integration and delivery pipelines
          • Adding a branch from a repository
          • Publishing a branch to a repository
          • Understanding rule rebasing
            • Configuring settings for rebasing
            • Adding a Pega repository
              • Enabling the Pega repository type
              • Enabling ruleset versions for Pega repositories for rebasing
            • Rebasing rules to obtain latest versions
        • Reusing elements of an application
          • Installing components
            • Components
            • Enabling components
            • Creating a component
              • Documenting a component
              • Packaging a component
              • Shared ruleset
            • Disabling components
        • Calculating values and making decisions
          • About Decision tables
            • Creating decision tables
            • Completing the Pages & Classes tab
            • Completing the Results tab
            • Completing the Table tab
            • More about Decision Tables
          • About Decision Trees
            • Creating decision trees
            • Completing the Decision tab (Advanced format)
            • Completing the Decision tab (Basic format)
            • Completing the Pages & Classes tab
            • Completing the Configuration tab
            • More about Decision Trees
            • Configuring property evaluation in a decision tree
          • About Map Values
            • Map Values
            • Completing the Matrix tab
            • Completing the Configuration tab
            • Completing the Pages & Classes tab
            • More about Map Values
            • Configuring rows and columns in a map value
            • Unit testing a map value
          • When Condition rules
            • Creating a When rule
            • Defining conditions for a When rule
            • Editing a When rule in the legacy mode
            • Configuring advanced options of a When rule
            • Specifying pages and classes of a When rule
            • More about When Condition rules
        • Calculating or validating values automatically
          • About Constraints rules
            • Constraints rules -
            • Constraints form - Completing the Constraints tab
            • Constraints form - Completing the Pages & Classes tab
            • More about Constraints rules
            • About 03-02 Declare Constraint rules (Rule-Declare-Constraint)
          • About Declare Expression rules
            • Declare Expression form - Completing the Change Tracking tab
              • Supported and unsupported configurations in simplified declare expressions
            • Declare Expressions form - Completing the Expressions tab
            • Declare Expression rules - Completing the New or Save As form
            • Declare Expression form - Completing the Pages & Classes tab
            • More about Declare Expression rules
            • Declarative processing - Concepts and terms
            • Unit testing a declare expression
            • Declarative network
              • Declarative Network display
              • Viewing the declarative network
          • About Declare OnChange rules
            • Declare OnChange rules -
            • Declare OnChange form - Completing the OnChange Properties tab
            • Declare OnChange form - Completing the Pages & Classes tab
            • More about Declare OnChange rules
            • How to implement business exception processing with policy overrides
          • About Declare Trigger rules
            • Declare Trigger rules -
            • Declare Trigger form - Completing the Pages & Classes tab
            • Declare Trigger form - Completing the Triggers tab
            • More about Declare Trigger rules
        • Creating an activity
          • Steps tab on the Activity form
            • Activity form - Completing the Steps tab - Entering Method parameters
            • Activity form - Completing the Steps tab - Entering preconditions
            • Defining step transitions in an activity
            • Repeating steps in an activity
            • Calling an automation from an activity
            • Best practices for writing activities for background jobs
          • Security tab on the Activity form
          • Defining the local variables for an activity
          • Activity form - how to create activities for flows
            • Intelligent routing
        • Creating a toggle
          • Reviewing and editing toggles
        • Optimizing application load time
          • Rerunning a preflight optimization
          • Checking results and JavaScript file dependencies
          • Improve application loading time with preflight optimization
      • Engaging with stakeholders to define microjourney
        • Adopting feature-driven development
          • Learning about feature order
          • Creating features
          • Creating subfeatures
          • Managing application features
            • Reviewing application features
            • Changing the level of a feature
            • Requesting feature enhancements
            • Creating bugs to report feature defects
            • Triaging a feedback item
            • Associating a feature with a work item
            • Deleting a feature
          • Tracking feature-driven development
            • Implementation methodologies
            • Integrating Agile Workbench with Pega Agile Studio
            • Creating stories
            • Creating stories in bulk
              • Populating story templates
              • Importing story templates
              • Troubleshooting errors with a story template
              • Exporting stories
            • Changing statuses of work items
          • Collaborating with development teams
        • Documenting your application
          • Creating project documents for stakeholders
          • Exporting a data model into a document
      • Testing your application
        • Analyzing application quality metrics
          • Viewing application quality metrics
            • Application quality metrics
          • Changing application quality metrics settings
          • Estimating test coverage
            • Generating a user-level test coverage report
            • Generating an application-level test coverage report
            • Participating in an application-level test coverage session
            • Generating a merged coverage report
            • Viewing test coverage reports
        • Creating a test ruleset to store test cases
        • UI testing
          • Testing with Selenium starter kit for CRM
          • Creating UI-based tests with scenario testing
            • Application: Scenario testing landing page
            • Creating scenario tests
            • Updating scenario tests
            • Grouping scenario tests into suites
              • Creating scenario test suites
              • Running scenario test suites
              • Viewing scenario test suite results
    • Case management
      • Automating work by creating case types
        • Creating a case type
          • Creating a top-level case type
          • Creating a child case type
        • Defining the case life cycle
          • Adding a stage to a case life cycle
            • Creating a primary stage
            • Creating an alternate stage
            • Defining the entrance criteria for a stage
              • Requiring attachments for stage entry
              • Requiring property values for stage entry
            • Configuring case resolution
            • Defining conditions for skipping a stage
            • Removing a stage
          • Adding a process to a stage
            • Learning about case processes
            • Adding a sequential process to a stage
            • Adding a parallel process to a stage
            • Adding a multistep form to a stage
            • Defining conditions for starting a process
            • Removing a process from a stage
          • Adding a step to a process
            • Learning about step types
            • Adding single steps to processes
            • Collecting information from a user
            • Adding instructions to assignments
            • Requesting approval from users
              • Learning about approval by email
                • Enabling approval by email
            • Adding a preconfigured step to a process
              • Attaching content to a case
              • Attaching screen captures to a case
              • Creating a contextual case
              • Collecting digital signatures in a case
              • Finding duplicate cases
                • Searching duplicate cases
                • Defining basic conditions for case types
                • Defining a threshold with weighted conditions for a case type
                • Restrictions on properties used in duplicate tracking
              • Generating case documents
                • Case documents tags
                • Case documents specifications
                • Case documents error messages
              • Moving a case to a different stage
              • Pausing and resuming processes in cases
              • Persisting temporary cases
              • Posting messages to a case
              • Preloading a data page
              • Running a background process
              • Running a survey in a case
              • Sending event notifications from cases
              • Sending automatic emails from cases
              • Sending push notifications from cases
              • Saving data in a data page as part of a flow
              • Updating case information
        • Configuring a data model for a case
          • Validating case data
        • Configuring views for cases
          • Configuring dynamic views
            • Skipping forms to collect information before case processing
          • Building forms for case types
            • Adding single-value fields to forms
            • Adding field groups to forms
            • Adding data references to forms
            • Adding field group lists to forms
            • Reusing fields on forms
            • Reusing forms
        • Configuring case type settings
          • Configuring general case type settings
            • Customizing the case icon
            • Changing the case ID format
            • Geolocation tracking
              • Disabling geolocation tracking
            • Enabling search by third-party search engines
          • Sharing data between parent and child cases
            • Aggregating data in a parent case
            • Propagating data to a child case
          • Configuring case creation
            • Enabling automatic creation for child cases
            • Enabling conditional creation for child cases
            • Enabling creation by email for top-level cases
          • Creating a case by using an API
          • Defining case participants
          • Notifying participants about events
            • Sending email notifications from cases
            • Sending push notifications about case events
            • Sending confirmations of completed assignments
            • Sending custom notifications about new assignments
            • Disabling assignment notifications
          • Enabling field-level auditing
            • Packaging rules and data that contain field-level auditing information
          • Managing concurrent access to a case
            • Overriding the locking strategy of a child case
          • Enabling offline support for case types
            • Enabling offline packaging optimization during synchronization
            • Disabling server-side postprocessing in offline cases
            • Enabling offline case attachments support
          • Creating temporary cases
        • Predicting case outcome
          • Selecting predictions for case types
        • Configuring external storage options for attachments
        • Configuring complex processes
          • Creating a stand-alone process
            • Flow shapes
              • Types of processes (flows)
                • Shape icons in a flow
              • Annotating a flow
              • Keyboard shortcuts for flows
          • Changing the path of a process
            • Adding decisions to processes
              • Types of decision logic
              • Changing the decision logic in a flow
            • Adding a conditional path to a flow
            • Adding a conditional path to an assignment
            • Adding a results-based path to a flow
            • Adding asynchronous processing to a flow
            • Responding to business exceptions in a flow
              • Policy overrides and suspended work items
          • Subprocesses
            • Changing the context of a subprocess
            • Calling one process from another process
        • Modifying case types
          • Renaming case types
          • Reclassifying a case type
          • Deleting a case type
        • Customizing the Get Next Work logic
        • Changing case statuses
          • Defining a custom case status
          • Standard rules and extension points for case status
        • Importing a case type
      • Completing work on time
        • Learning about service-level agreements
        • Urgency
        • Setting goals and deadlines for case resolution
        • Setting goals and deadlines for stages, processes, and steps
        • Setting goals and deadlines on the Service-level agreement form
        • Defining an escalation action for a case
        • Defining an escalation action for a stage and a process
      • Creating work
        • Creating cases
        • Transferring an assignment
        • Reopening a resolved case
        • Bulk processing
          • Creating cases in bulk
          • Updating cases in bulk
          • Running flow actions in bulk
          • Troubleshooting errors in bulk processing
        • Tagging a case
          • Enabling case tags
          • Creating suggested tags for cases
      • Managing work across your team
        • Configuring teams
          • Creating a team
            • Creating a work queue
          • Adding a secondary manager to a team
          • Defining areas of expertise for a team
          • Deleting a team
          • Inviting collaborators to your application
        • Configuring your dashboard
          • Changing your dashboard layout
          • Adding a widget to your dashboard
          • Sharing a dashboard with your team
        • Assigning tasks to users
          • Assigning users automatically at run time
          • Configuring custom routing logic for assignments
        • Following a case
        • Managing case followers
        • Configuring intelligent email routing
          • Selecting the routing processing mode
          • Adding a routing condition based on email header content
          • Adding a routing condition based on NLP text analysis
          • Adding a routing condition based on a when rule
          • Testing email routing conditions
        • Switching between applications
          • Adding the My Applications gadget
          • Setting the default landing page to My Applications
      • Engaging and notifying stakeholders
        • Creating a notification
        • Defining a notification message
        • Adding recipients for a notification
        • Notification channels
          • Configuring a web gadget notification channel
          • Configuring an email notification channel
          • Configuring a mobile notification channel
          • Configuring additional parameters for notification channels
        • Setting notification preferences
      • Empowering knowledge workers
        • Configuring and working with optional actions in case types
          • Adding optional actions to cases
          • Adding optional actions to stages
          • Displaying optional actions conditionally
          • Adding supporting processes to cases
          • Adding supporting processes to stages
          • Displaying supporting processes conditionally
        • Creating ad hoc cases
      • Enriching cases with external data
        • Integrating a case with an external resource
          • Assigning a task to a robotic work queue
          • Assigning a task to an external application
            • Setting a service-level agreement for the Assignment Service shape
          • Connecting a flow to an external application
          • Running a decision strategy from a flow
          • Calling an activity or an automation from a flow
          • Enabling case processing in an external application
      • Designing surveys
        • Best practices for creating a survey
        • Creating a survey
          • Adding a question page to a survey
          • Adding a question to a question page
            • Formatting text boxes in a survey
            • Formatting a picklist in a survey
              • Dynamically sourcing the choices in a picklist
            • Formatting a checklist in a survey
            • Formatting a slider in a survey
            • Formatting a radio button matrix in a survey
          • Creating a stand-alone question
          • Configuring advanced options for a question page
          • Reusing answers in survey questions
          • Creating questions in bulk
            • Populating a question template
            • Importing a question template
            • Troubleshooting question-template errors
          • Asking a question in a case
          • Asking a group of related questions in a case
        • Fine-tuning your survey
          • Making a question required in a survey
          • Conditionally displaying a question in a survey
          • Conditionally displaying a question page in a survey
          • Validating answers in a survey
          • Displaying a warning in a survey
          • Changing the run-time order of questions in a survey
          • Maximizing screen space in a survey
          • Adding supporting information to a survey
            • Adding hover text to a question
            • Attaching a file or URL link to a question
            • Displaying a block of text in a question page
        • Survey APIs
      • Securing case access
        • 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
        • Controlling access to case attachments
          • Categorizing case attachments
          • Restricting user actions for case attachments
    • Decision management
      • Getting started with decision management
        • Exploring key decision management features with DMSample
          • Initializing DMSample data
          • Initializing predictive model monitoring
        • Enabling decision management services
          • Configuring the Decision Data Store service
            • Configuring an internal Cassandra database
            • Connecting to an external Cassandra database
          • Configuring the Adaptive Decision Manager service
          • Configuring the Data Flow service
          • Configuring the Real Time Data Grid service
          • Configuring the Stream service
          • Configuration settings for nodes
          • Configuring logger settings
          • Monitoring decision management services
      • Storing customer and analytical data
        • Managing decision management nodes
          • Status of decision management nodes
          • Status parameters of Decision Data Store nodes
          • Status parameters of Adaptive Decision Manager nodes
          • Status parameters of Stream nodes
        • Managing Cassandra as the source of decision management data
          • Cassandra overview
          • Configuring the Cassandra cluster
            • Sizing a Cassandra cluster
              • Configuring the consistency level
              • Configuring the replication factor
                • Impact of failing nodes on system stability
            • Defining Pega Platform access to an external Cassandra database
              • Creating Cassandra user roles with full database access
              • Creating Cassandra user roles with limited database access
            • Configuring a Cassandra cluster for internal encryption
              • Prconfig properties for Cassandra cluster encryption
              • Creating Java keystores and truststores for Cassandra encryption
            • Configuring a Cassandra cluster for external encryption
              • Prconfig properties for Cassandra cluster encryption
              • Creating Java keystores and truststores for Cassandra encryption
            • Configuring compaction settings for SSTables
            • Best practices for disk space management
            • Configuring Cassandra compression
              • Configuring client-to-server compression
              • Configuring node-to-node compression
            • Configuring key cache settings
            • Configuring the retry policy
            • Configuring multiple data centers
              • Configuring the primary data center nodes
              • Configuring the secondary data center nodes
            • Modifying Cassandra node routing policies
          • Monitoring Cassandra cluster health
            • Performing regular monitoring activities on a Cassandra cluster
              • Pega alerts for Cassandra
              • Nodetool commands for monitoring Cassandra clusters
              • Capturing Cassandra metrics
                • Operating system metrics on Cassandra nodes
                • Key Cassandra metrics
            • Repairing and cleaning Cassandra nodes for data consistency
          • Troubleshooting Cassandra
            • Monitoring Cassandra errors and warnings
            • Verifying the available disk space
            • Checking the node status
            • Investigating compaction issues
            • Verifying the keyspace replication factor
            • Verifying the status of ports
            • Recovering a node
            • Getting the count of Cassandra table records
            • Addressing common issues
              • Input/output blockages in the Cassandra cluster
              • Increasingly slower read operations
              • Unable to connect to Cassandra cluster
              • Unable to add a node to the Decision Data Store service
              • Authentication error in the Decision Data Store landing page
              • Cassandra user does not have the required permissions
              • Cassandra error: Too many open files
              • Cassandra error: Too large commit log size
              • Cassandra warning: Couldn't find cfId
              • Clock skew across a Cassandra cluster
              • Cassandra terminates on startup
        • Configuring data sources
          • About Data Set rules
            • Data Set rules - Completing the Create, Save As, or Specialization form
            • Types of Data Set rules
          • Database Management
            • Database tables
            • Creating an HBase data set record
              • Configuring Hadoop settings for an HBase connection
              • About Hadoop host configuration (Data-Admin-Hadoop)
              • Connection tab
            • Creating a Decision Data Store data set
              • Migrating data between Decision Data Store data sets
              • Tracing Decision Data Store operations
          • Simulation and Reporting
            • Creating an interaction history summary data set
              • Applying sample scripts for archiving and purging
                • Applying interaction history scripts in Oracle databases
                  • Moving the FACT table records
                  • Merging the dimension records
                  • Deleting the records from the FACT table
                • Applying interaction history scripts in Microsoft SQL Server
                  • Moving the FACT table records in Microsoft SQL Server databases
                  • Merging the dimension records in Microsoft SQL Server databases
                  • Deleting the records from the FACT table in Microsoft SQL Server databases
                • Applying interaction history scripts in Db2 Database Software
                  • Moving the FACT table records in Db2 Database Software
                  • Merging the dimension records in Db2 Database Software
                  • Deleting the records from the FACT table in Db2 Database Software
              • Interaction methods
                • Running interactions
              • Interaction History methods
                • Adding an association with a customer ID
                • Deleting an association between interactions and customer IDs
              • Monitoring interaction results
            • Creating a Monte Carlo data set record
            • Creating a Visual Business Director data set record
              • Aggregation on the Visual Business Director data set
            • Synchronizing the Actuals data set
          • Social media
            • Creating a Facebook data set
              • Customizing the metadata retrieval from Facebook data sets
            • Creating a YouTube data set record
          • File storage
            • Creating an HDFS data set record
              • Configuring Hadoop settings for an HDFS connection
              • About Hadoop host configuration (Data-Admin-Hadoop)
              • Connection tab
            • Creating a File data set record for embedded files
            • Creating a File data set record for files on repositories
            • Requirements for custom stream processing in File data sets
          • Run-time data
            • Creating a Stream data set
              • Partition keys for Stream data sets
            • Creating a Kafka data set
              • Creating a Kafka configuration instance
            • Creating a Kinesis data set
          • Data transfer
            • Exporting data into a data set
            • Importing data into a data set
              • Setting a size limit for data import into a data set
          • DataSet-Execute method
            • Configuring the DataSet-Execute method for Adaptive Decision Manager
            • Configuring the DataSet-Execute method for Database Table
            • Configuring the DataSet-Execute method for Decision Data Store
            • Configuring the DataSet-Execute method for Event store
            • Configuring the DataSet-Execute method for File
            • Configuring the DataSet-Execute method for HBase
            • Configuring the DataSet-Execute method for HDFS
            • Configuring the DataSet-Execute method for Interaction History
            • Configuring the DataSet-Execute method for Monte Carlo
            • Configuring the DataSet-Execute method for Kinesis
            • Configuring the DataSet-Execute method for a social media data set
            • Configuring the DataSet-Execute method for Stream
            • Configuring the DataSet-Execute method for Visual Business Director
      • Processing data with data flows
        • Creating a data flow
          • Filtering incoming data
          • Combining data from two sources
          • Converting the class of the incoming data pages
          • Merging data
          • Applying complex data transformations
          • Applying complex event processing
          • Adding strategies to data flows
          • Applying text analysis on the data records
          • Branching a data flow
          • Configuring a data flow to update a single property only
          • Types of data flows
          • Changing the number of retries for SAVE operations in batch and real-time data flow runs
          • Adding pre- and post- activities to data flows
          • Recording scorecard explanations through data flows
        • Creating external data flows
          • External Data Flow rules - Completing the Create, Save As, or Specialization form
          • Data flow tab on the External Data Flow form
          • Configuring YARN settings
          • Configuring run-time settings
        • Making decisions in data flow runs
          • Creating a batch run for data flows
            • Reprocessing failed records in batch data flow runs
          • Creating a real-time run for data flows
          • Creating an external data flow run
            • Managing external data flow runs
            • External Data Flow Run window
          • Monitoring single case data flow runs
          • Changing the data flow failure threshold
        • Managing data flow runs
        • Data flow methods
          • Running a data flow
          • Running a data flow in single mode
          • Specializing activities
          • Managing data flows
          • Monitoring data flows
          • DataFlow-Execute method
            • Configuring the DataFlow-Execute method for a data flow with abstract input and output (single-case execution)
            • Configuring the DataFlow-Execute method for a data flow with abstract input
            • Configuring the DataFlow-Execute method for a data flow with abstract output
            • Configuring the DataFlow-Execute method for a data flow with stream input
            • Configuring the DataFlow-Execute method for data flows with non-stream input
        • Decision data methods
          • Running decision data instances
        • External data flow methods
          • Creating and starting an external data flow run
          • Starting an external data flow run
          • Stopping an external data flow run
          • Deleting an external data flow run
          • Restarting an external data flow run
          • Retrieving the status of an external data flow run
      • Reacting to real-time events
        • About Event strategy rule
        • Event Strategy rule form - Completing the Event Strategy tab
          • Event Strategy rule - Completing the Create, Save As, or Specialization form
          • Adding aggregations in event strategies
            • Aggregation options in event strategies
            • Approximate median calculation
          • Adding local variables in event strategies
          • Adding join conditions in event strategies
          • Adding filter conditions in event strategies
          • Dynamic window size behavior
          • Testing event strategies
          • Unit testing event strategies
        • Creating an event type in the Event Catalog
          • Clearing an event type in the Event Catalog
          • Deleting an event in the Event Catalog
          • Adding an events feed to your user interface
          • Browsing events for a customer or a group of customers
          • Accessing the Customer Movie landing page
      • Improving customer experience by creating next-best-actions
        • Propositions
          • Defining propositions
            • Reusing existing business issues and groups
            • Creating a business issue
              • Configuring the model transparency policy for predictive models
            • Creating a group
            • Defining versioned propositions
              • Importing versioned propositions from a .csv file
              • Adding a versioned proposition
              • Editing a versioned proposition
              • Defining the validity period for versioned propositions
            • Defining unversioned propositions
              • Adding an unversioned proposition
              • Duplicating an unversioned proposition
              • Editing an unversioned proposition
              • Editing unversioned propositions in bulk
              • Defining the validity period for unversioned propositions
              • Converting groups with unversioned propositions
            • Creating a property
          • Modifying a proposition hierarchy
            • Deleting unversioned propositions
            • Deleting versioned propositions
            • Deleting a business issue or a group
          • Accessing the Proposition Management landing page
        • About Strategy rules
          • Completing the Strategy rule form
            • Strategy rule form - Completing the Strategy tab
          • Decision strategy components
            • Sub Strategy
            • Embedded strategy
              • Configuring audiences for multiline decision strategies
              • Enabling multiple audiences in decision strategies through the Embedded strategy shape
            • Defining a Prediction shape
            • Import component
            • Decision analytics & business rules
            • Enrichment
            • Arbitration
            • Selection
            • Aggregation
            • External input
            • Strategy results
          • Strategy rule form - Using the Strategy Properties tab
          • Strategy rule form - Completing the Auto-Run Results tab
          • Strategy rule form - Completing the Pages & Classes tab
          • Globally optimized strategy
            • Creating a globally optimized strategy
          • Strategy canvas accelerators and keyboard shortcuts
          • Strategy methods
            • Returning a list of propositions
            • Returning a list of properties
            • Computing segment logic
        • Configuring business rules
          • About Decision Data rules
            • Completing the Decision Data rule form
            • Completing the Data tab
            • Completing the Form tab
              • Customizing the Decision Data rule form
              • Configuring Decision Data rule form fields
          • About Decision tables
            • Creating decision tables
            • Completing the Pages & Classes tab
            • Completing the Results tab
            • Completing the Table tab
          • About Decision Trees
            • Creating decision trees
            • Completing the Decision tab (Advanced format)
            • Completing the Decision tab (Basic format)
            • Completing the Pages & Classes tab
            • Completing the Configuration tab
            • Completing the Configuration tab
            • Configuring property evaluation in a decision tree
          • About Map Values
            • Map Values
            • Completing the Matrix tab
            • Completing the Configuration tab
            • Completing the Pages & Classes tab
            • Configuring rows and columns in a map value
            • Unit testing a map value
          • About Proposition Filter rules
            • Proposition Filters
            • Configuring the specific criteria for the Proposition Filter rule
            • Configuring the default criteria for the Proposition Filter rule
            • Testing Proposition Filter rules with audience simulations
          • About Adaptive Model rules
            • Adaptive Model rules - Completing the Create, Save As, or Specialization form
              • Outcomes tab on the Adaptive Model form
              • Parameters tab on the Adaptive Model form
              • Pages & Classes tab on the Adaptive Model form
            • Adaptive model tab on the Adaptive Model form
              • Model context
                • Adding model identifiers
              • Adding adaptive model predictors
                • Adding a predictor to an adaptive model
                • Adding multiple predictors to an adaptive model
              • Parameterized predictors
                • Adding parameterized predictors
          • About Predictive Model rules
            • Predictive Model rules - Completing the Create, Save As, or Specialization form
            • Predictive model tab on the Predictive Model form
              • Reclassifying score distribution
              • XSD validation and PMML error messages
            • Model source tab on the Predictive Model form
            • Parameters tab on the Predictive Model form
              • Adding parameterized predictors
            • Configurations tab on the Predictive Model form
              • Configuring custom functions of a PMML model
            • Input mapping tab on the Predictive Model form
            • Pages & Classes tab on the Predictive Model form
          • Scorecard rules
            • Creating a Scorecard rule
            • Defining predictors for scorecards
            • Mapping score ranges to decision results
            • Testing the scorecard logic
            • Scorecard rule form - Pages & Classes tab
          • Understanding business rules
            • More about Decision Trees
            • More about Decision Tables
            • More about Map Values
        • Test run labels
          • Configuring single case runs
          • Configuring batch case runs
            • Decision statistics
            • Performance statistics
      • Predicting customer behavior
        • Getting started with Prediction Studio
          • Prediction Studio overview
          • Setting up your environment
            • Setting access to Prediction Studio
            • Changing your workspace
            • Specifying a repository for Prediction Studio models
            • Specifying a database for Prediction Studio records
            • Configuring the default rule context
            • Enabling outcome inferencing
            • Analyzing example projects and models in Prediction Studio
            • Clearing deleted models in Prediction Studio
        • Anticipating customer behavior and business events by using predictions
          • Creating predictions
        • Developing and managing models
          • Adaptive analytics
            • Defining an adaptive model
              • Creating an adaptive model
              • Adding adaptive model predictors
                • Adding a predictor to an adaptive model
                • Adding multiple predictors to an adaptive model
                • Adding parameterized predictors
                • Enabling predefined Interaction History predictors for existing adaptive models
              • Defining outcome values in an adaptive model
              • Configuring advanced settings for adaptive models
                • Extracting historical responses from adaptive models
                • JSON file structure for historical data
            • Adaptive models monitoring
              • Viewing summarized adaptive model reports
              • Generating and downloading a model report
              • Viewing a model report
                • Model report details
                • Predictor report details
              • Viewing the predictors overview
                • Predictor performance information
            • Adaptive model methods
              • Obtaining predictor information
              • Training adaptive models
              • Deleting adaptive models
          • Predictive analytics
            • Creating a predictive model
              • Creating a Pega predictive model
                • Template categories for creating predictive models
              • Importing a predictive model
                • Specifying the H2O Driverless AI license key
                • Importing the H2O implementation library
                • Editing an imported model
                • Configuring custom functions of a PMML model
                • XSD validation and PMML error messages
                • Supported models for import
              • Connecting to an external model
                • Configuring a machine learning service connection
                • Metadata file specification for predictive models
                • Supported Amazon SageMaker models
              • Configuring a predictive model
                • Editing settings for a predictive model
                  • Outcome definition settings
                  • Sample construction settings
                  • Data analysis settings
                  • Predictor grouping settings
                  • Genetic algorithm settings
                  • Score distribution settings
                    • Reclassifying score distribution
                • Preparing data
                  • Selecting a data source
                  • Constructing a sample
                  • Defining an outcome
                    • Defining the outcome field for scoring and extended scoring models
                    • Defining a previous decision
                    • Defining the outcome field for spectrum models
                • Analyzing data
                  • Defining the predictor role
                  • Analyzing and configuring predictors
                    • Raw distribution
                    • Binning predictors
                      • Binning numeric predictors
                      • Binning symbolic predictors
                    • Grouping options for predictors
                      • Auto grouping option for predictors
                      • Managing grouping options for numeric predictors manually
                      • Managing grouping options for symbolic predictors manually
                  • Outcome inferencing
                    • Checking distribution of accepts
                    • Constructing an inference sample
                    • Checking similarity based inference
                    • Checking inference tuning
                    • Comparing inference results
                    • Performing final data analysis
                  • Virtual fields
                    • Adding virtual fields
                    • Modifying a virtual field
                    • Deleting a virtual field
                  • Generating data analysis reports
              • Developing models
                • Grouping predictors
                • Creating models
                  • Creating a regression model
                  • Creating a decision tree model
                  • Creating a bivariate model
                  • Creating a genetic algorithm model
                  • Computation models
                • Benchmark models
                • Sensitivity of models
              • Analyzing models
                • Comparing scores generated by models
                • Checking score distribution
                • Comparing the classification of scores generated by models
            • Selecting a model for deployment
            • Predictive models monitoring
              • Metrics for measuring predictive performance
              • Monitoring a predictive model
              • Viewing a predictive model report
            • Predictive models management
              • Creating a custom template for creating a predictive model
              • Exporting a project
              • Importing a project
            • Types of predictive models
          • Text analytics
            • Building text analyzers
              • Topic detection
                • Configuring topic detection
              • Sentiment analysis
                • Configuring sentiment analysis
              • Text extraction analysis
                • Configuring text extraction analysis
              • Intent analysis
                • Configuring intent analysis
                • Default intent model
              • Configuring advanced text analytics settings
                • Configuring language detection preferences
                • Configuring sentiment score range
                • Configuring spelling checker settings
                • Configuring categorization settings
              • Testing Text Analyzer rules
            • Building sentiment analysis models
              • Setting up a sentiment analysis model
              • Preparing data for sentiment analysis
              • Uploading data for training and testing of the sentiment analysis model
              • Defining the training set and training the sentiment analysis model
              • Reviewing the sentiment analysis model
              • Saving the sentiment analysis model
            • Building text categorization models
              • Creating keyword-based topic detection models
                • Creating rules for keyword-based topic detection models
                • Defining a taxonomy
              • Creating machine-learning topic detection models
                • Setting up a topic detection model
                • Preparing data for topic detection
                • Uploading data for training and testing of the topic detection model
                • Defining the training and testing samples for topic detection
                • Creating the topic detection model
                • Reviewing the topic detection model
                • Saving the topic detection model
            • Building text extraction models
              • Creating entity models
              • Building machine-learning text extraction models
                • Preparing data for text extraction
                • Defining the training set and training the text extraction model
                • Accessing text extraction model evaluation reports
                • Saving the text extraction model
            • Building intent detection models
              • Setting up an intent detection model
              • Preparing data for intent detection
              • Uploading data for training and testing of the intent detection model
              • Defining training and testing samples, and building the intent detection model
              • Accessing intent analysis model evaluation reports
              • Saving the intent detection model
            • Managing text analytics models
              • Managing incomplete text analytics models
              • Managing complete text analytics models
                • Testing text analytics models
                • Migrating text analytics models
                  • Exporting text analytics models
                  • Importing text analytics models
                • Updating training data for text analytics models
            • Sentiment lexicons
            • Text analytics accuracy measures
          • Managing data
            • Creating data sets
            • Creating summaries
            • Accessing text analytics resources
          • Model management
            • Viewing recent responses for adaptive and predictive models
            • Clearing models
            • Deleting adaptive models
            • Updating adaptive models
            • Uploading customer responses
            • Adaptive model details
            • Migrating adaptive model schema
              • Accessing the Adaptive Model Schema Migration landing page
              • Adaptive Models Schema Migration
          • Viewing Prediction Studio notifications
      • Simulating next-best-action changes
        • Comparing decision results in the Visual Business Director planner
          • Accessing Visual Business Director (VBD) planner
          • Customizing Visual Business Director (VBD) planner
          • The Data Sources tab
          • The Key Performance Indicators tab
            • Adding a key performance indicator
            • Editing a key performance indicator
          • Visual Business Director planner
        • Simulation testing
          • Creating simulation tests in Customer Decision Hub
          • Running simulation tests
          • Running simulation tests from the strategy form
          • Complying with policies or regulations by detecting unwanted bias
            • Bias measurement
          • Customer Decision Hub
        • Managing simulation tests in Customer Decision Hub
          • Filtering simulation tests
          • Viewing additional simulation test details
          • Configuring reports assigned to simulation test outputs
          • Duplicating simulation tests
          • Comparing simulation tests
          • Assigning custom reports to simulation tests
          • Scheduling simulation tests
          • Customer Decision Hub
        • Simulation methods
          • Creating a simulation run
          • Starting a simulation run
      • Managing the business-as-usual changes
        • Addressing changing business requirements
          • Application overlays
            • Creating application overlays
            • Editing application overlays
            • Deleting application overlays
          • Revisions
            • Revision case type
            • Change Request case type
            • Managing revisions
              • Importing revisions
              • Activating revisions
              • Discarding revisions
              • Rolling back revisions
          • Creating simulation tests
          • Managing simulation tests
    • Managing application data
      • Viewing application integration and data connections
        • Managing data and integrations with the Integration Designer
        • Simulated data objects in the Integration Designer
        • Viewing the integration landscape
      • Data modeling
        • Creating a model for your data
          • Creating a data object
          • Defining the fields in a data object
          • Adding records to a data object
          • Creating a data object using a JSON file
        • Best practices for data modeling
        • Troubleshooting errors in your data model
      • Exploring the data model
        • Viewing an application data model
        • Viewing the data model for a case
        • Viewing the data model for a data object
      • Managing data objects
        • Storage and display of fields
        • Renaming a data object
        • Deleting a data object
        • Connecting a data object to a system of record
        • Reusing data
      • Managing your data model
        • Defining the fields in a data object
        • Changing the type of a field
          • Troubleshooting field errors
        • Reusing data records
        • Referencing data from another data object
        • Adding data references to forms
      • Managing application data
        • Bringing data into your application
          • Integrating data from a REST service when creating a data object
            • Creating a data object and connecting it to a system of record using REST
            • Providing authentication details
              • Authenticating with basic or NTLM authentication
              • Authenticating with OAuth 2.0
            • Mapping fields
              • Mapping fields for the GET method when creating a data object
              • Mapping fields for the POST method when creating a data object
          • Integrating data from a REST service for an existing data object
            • Connecting existing data objects to a system of record using REST
            • Providing authentication details
              • Authenticating with basic or NTLM authentication
              • Authenticating with OAuth 2.0
            • Mapping fields
              • Mapping fields for the GET method for existing data objects
              • Mapping fields for the POST method for existing data objects
          • Importing data into your application from an external system
            • Importing data from a file
            • Troubleshooting import errors
          • Updating data records
            • Updating a data record
            • Updating data records in bulk
              • Exporting data records
              • Importing updates from a file
            • Deleting a data record
            • Deleting data records in bulk
        • Data mapping limitations
        • Updating connection details and mapping for a data object
        • Preparing your data for production
      • Data views
        • Reviewing the data views for a data object
        • Updating connections and field mappings for a data source
        • Simulating data
          • Turning on data source simulation
          • Turning off data source simulation
          • Adding data to embedded structures when simulating data
      • Preparing your data for production
        • Upgrading REST connectors in App Studio
      • Managing UI Views
        • Creating a view for a data object
      • Troubleshooting data in UI elements
      • Reporting
        • Report types
        • Creating a report
          • Duplicating existing reports
          • Creating report categories
        • Editing a report
          • Report Editor
          • Adding columns to reports
            • Sorting and grouping columns in list reports
            • Data Explorer
          • Adding filter conditions
            • Editing filter conditions
            • Editing the logic for filter conditions
          • Adding or editing charts
            • Removing charts by using the Report Editor
          • Converting a list report to a summarized report
          • Converting a summarized report to a list report
        • Running a report
          • Report results
          • Actions menu options for reporting
        • Standard reports by category
        • Report List features
    • Conversational channels
      • Pega Email Bot overview
      • Pega Intelligent Virtual Assistant overview
        • Unified Messaging channel overview
      • Conversational channel user roles
      • Understanding text analysis
        • Exploring text analyzers
      • Implementing an email bot for an Email channel
        • Building an Email channel
          • Creating an Email channel
            • Setting up an Email channel
            • Adding email accounts for email handling
            • Selecting a reference operator for an Email channel
            • Enabling rich HTML text in emails
            • Selecting languages for an Email channel
          • Defining Email channel behavior
            • Adding suggested cases for an Email channel
              • Setting up text analysis for a suggested case
              • Setting up entity property mapping
            • Defining suggested responses for an Email channel
            • Configuring email analysis
              • Defining topics for text analysis for an email bot
              • Enabling subject analysis in email
              • Enabling email attachments analysis during email triage
              • Enabling automatic language detection for text analysis
          • Configuring intelligent email routing
            • Selecting the routing processing mode
            • Adding a routing condition based on email header content
            • Adding a routing condition based on NLP text analysis
            • Adding a routing condition based on a when rule
            • Testing email routing conditions
        • Using the Email channel
          • Training data for the Email channel
            • Enabling the training data recording for an email bot
            • Creating training data manually for an email bot
            • Correcting training data in an email bot
              • Editing data records
              • Correcting identified topics
              • Correcting identified languages
              • Creating entities for an email bot
              • Correcting existing entities
            • Transferring training data to another email bot
              • Exporting training data for an email bot
              • Importing training data for an email bot
            • Applying changes to a text analytics model for an email bot
          • Triaging incoming emails
            • Understanding the email triage process
            • Replying to users by email for an email bot
            • Sending Pulse messages for an email bot
            • Transferring triage cases
            • Spinning off business cases for an email bot
            • Detecting duplicate or related cases for an email bot
            • Mapping to duplicate or related cases for an email bot
            • Linking related cases for an email bot
            • Resolving triage cases
            • Setting up work queues for email processing
      • Implementing an Intelligent Virtual Assistant for a conversational channel
        • Building a conversational channel
          • Creating a conversational channel
            • Creating an Alexa channel
              • Creating an Alexa skill definition
              • Setting up an Alexa channel
              • Updating the Alexa skill configuration
              • Testing the Alexa skill definition
            • Creating a Unified Messaging channel
              • Configuring Unified Messaging channel security
              • Setting up a Unified Messaging channel
                • Setting up the IVA for Apple Business Chat
                • Setting up the IVA for Facebook
                • Setting up the IVA for SMS/MMS (Twilio)
                • Setting up the IVA for Twitter
            • Creating a Web Chatbot channel
              • Setting up a Web Chatbot channel
              • Embedding a chat window for the Web Chatbot channel
            • Template operator for IVA channel
          • Defining conversational channel behavior
            • Adding a conversation to a case type
              • Adding a conversational channel to a case type process
              • Adding questions to a conversation
            • Adding suggested cases for a conversational channel
            • Defining suggested responses for a conversational channel
            • Configuring text analyzer settings
              • Defining topics for text analysis for an IVA
            • Configuring system responses for a conversational channel
          • Simulating a conversation and building a chatbot
            • Verifying chatbot responses
              • Correcting and accepting a detected topic
              • Validating detected entities
            • Modifying chatbot response questions
            • Extracting data from a conversation
              • Creating entities for an IVA
              • Mapping entities in conversation text
            • Applying simulation changes to a text analytics model
      • Document Processing Service component
    • User interface
      • Designing your user interface
        • Learning about out-of-the-box user interface capabilities
        • Learning about design templates
        • Designing a future-proof UI
        • Designing a persona-based UI
          • Learning about personas
          • Learning about portals for personas
          • Learning about pages
          • Learning about forms
          • Learning about design systems
      • Building portals
        • Creating a portal
          • Providing persona-based access to a portal
        • Previewing a portal
          • Adding, editing, and deleting a preview device
        • Organizing the contents of a portal
          • Adding a widget to your dashboard
          • Creating a page for an application
        • Creating the main menu for a portal
          • Generating the navigation menu for a portal
          • Updating the navigation menu for a portal
        • Defining a theme and a logo for a portal
        • Configuring portal structure
      • Referencing data
        • Understanding data objects
          • Enabling run-time data object editing
        • Understanding autopopulation
      • Styling your application
        • Skins, Interfaces, & Templates landing page
        • Skin rules
          • Skin rules
          • Creating a skin
            • Skin rules - Completing the Create or Save As form
          • Accessing a skin
          • Specifying a skin for your application
            • Specifying a skin for your application
          • Excluding unused components from the CSS file
          • Overriding disabled inherited screen layout formats
          • Finding all sections that use a specific format
          • Component styles (custom style formats)
            • General
              • Skin form — Components tab — General — Action area
              • Skin form — Components tab — General — Action area
              • Skin form — Components tab — General — Button area
              • Skin form — Components tab — General — Custom styles
              • Skin form — Components tab — General — Errors
              • Skin form — Components tab — General — Errors
              • Skin form — Components tab — General — Errors
              • Skin form — Components tab — General — Modal dialogs
                • Creating a custom modal dialog format
                • Applying a custom modal dialog format
              • Skin form — Components tab — General — Modal dialogs
              • Skin form — Components tab — General — Modal dialogs
              • Skin form — Components tab — General — Overlays
                • Creating a custom overlay format
                • Applying a custom overlay format
              • Skin form — Components tab — General — Page
              • Skin form — Components tab — General — Panel Set
              • Skin form — Components tab — General — Panel Set
              • Skin form — Components tab — Layouts — Screen layouts
              • Skin form — Components tab — General — Wizard
              • Skin form — Components tab — General — Wizards
            • Layouts
              • Skin form — Components tab — Layouts — Accordions — Header tab
              • Skin form — Components tab — Layouts — Accordions — Body tab
              • Skin form — Components tab — Layouts — Containers
                • Creating a custom container format
                • Applying a custom container format
              • Skin form — Components tab — Layouts — Containers
              • Skin form — Components tab — Layouts — Containers
              • Skin form: column layouts
              • Skin form — Components tab — Layouts — Dynamic layouts
                • Creating a custom dynamic layout format
              • Skin form — Components tab — Layouts — Layout Groups
                • Creating a custom layout group format
              • Skin form — Components tab — Repeat-row/columns
                • Creating a custom Row or Column Repeat format
                • Applying a custom Row or Column Repeat format
              • Skin form — Components tab — Repeat-row/columns
              • Skin form — Components tab — Layouts — Tabs
                • Creating a custom tab format
                • Applying a custom tab format
              • Skin form — Components tab — Layouts — Tabs
              • Skin form — Components tab — Layouts — Trees and tables - General tab
                • Creating custom table and tree table formats
              • Skin form — Components tab — Layouts — Trees and tables - Rows tab
              • Skin form — Components tab — Layouts — Trees and tables - General tab
              • Skin form — Components tab — Layouts — Trees and tables — Borders tab
                • Creating a custom grid format
                • Applying a custom grid format
              • Skin form — Components tab — Layouts — Trees and tables - Behaviors tab
              • Skin form — Components tab — Layouts — Trees and tables - Actions Layout tab
              • Skin form — Components tab — Layouts — Legacy layouts
            • Controls
              • Skin form — Components tab — Controls — Autocomplete
              • Skin form — Components tab — Controls — Autocomplete
              • Skin form — Components tab — Controls — Buttons
                • Creating a custom button format
                • Applying a custom button format
              • Skin form — Components tab — Controls — Charts
              • Skin form — Components tab — Controls — Check boxes
                • Creating a custom check box format
                • Applying a custom check box format
              • Skin form — Components tab — Controls — Dropdowns
                • Creating a custom dropdown format
                • Applying a custom dropdown format
              • Skin form — Components tab — Controls — Labels
                • Creating a custom label format
                • Applying a custom label format
              • Skin form — Components tab — Controls — Links
                • Creating a custom link format
                • Applying a custom link format
              • Skin form — Components tab — Controls — Menus
                • Creating a custom menu format
                • Applying a custom menu format
              • Skin form — Components tab — Controls — Menus
              • Skin form — Components tab — Controls — Menus
              • Skin form — Components tab — Controls — Radio buttons
                • Creating a custom radio button format
                • Applying a custom radio button format
              • Skin form — Components tab — Controls — Rich Text Editor
                • Creating a custom rich text editor format
                • Applying a custom rich text editor format
              • Skin form — Controls — Tooltip
              • Skin form — Components tab — Controls — Smart tip and Smart info
              • Skin form — Components tab — Controls — Smart tip and Smart info
                • Creating a custom smart tip and smart info format
                • Applying a custom smart tip and smart info format
              • Skin form — Components tab — Controls — Smart tip and Smart info
              • Skin form — Components tab — Controls — Split/menu button
              • Skin form — Components tab — Controls — Split/menu button
              • Skin form — Components tab — Controls — Text inputs & Formatted text
                • Creating a custom text input and formatted text format
                • Applying a custom text input and formatted text format
              • Skin form — Components tab — Controls — Multi Select
            • Reports
              • Skin form — Components tab — Reports — Column filter
              • Skin form — Components tab — Reports — Column Filter
              • Skin form — Components tab — Reports — List view
              • Skin form — Components tab — Reports — List view
              • Skin form — Components tab — Reports — Paging bar
          • About mixins
            • Defining a new mixin
            • Modifying an existing mixin
            • Skin rules - Renaming a mixin
            • Deleting a mixin
            • Determining where a mixin is referenced
            • Mixins tab of the Skin rules form
              • Skin rules - Renaming a mixin
              • Color Picker
          • Included styles
            • Skin form - Included Styles tab
          • Creating a custom style
          • Skin inheritance
            • Creating a new dependent skin
            • Adding a parent skin
            • Overriding an inherited format
            • Reverting an inherited format
            • Viewing the skin inheritance stack
            • Inheritance
          • Icon fonts
            • Adding the icon font set
            • Adding an icon to a control
            • Previewing and selecting predefined icons with the icon class picker
            • Reviewing available icons
          • Upgrading a pre-7.1 skin
          • Base Settings
            • Overall font
            • Base tag heading styles
            • Background
            • Layout
          • More about Skin rules
        • Updating the UI Kit in your application
      • Forms and fields
        • Controls
          • Standard controls
            • Defining the behavior of form elements
            • Adding text to form elements
            • Adding actions to a control
            • Copying, moving, or deleting a control
            • Styling a control
            • Button controls
              • Styling options for Button controls
              • Adding and configuring a Button control
                • Adding a Button control to a layout
                • Adding a Button control to a harness
                • Specifying the caption for a Button control
                • Specifying the image source and tooltip for a Button control
                • Specifying presentation options for a Button control
            • 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 presentation options for a date range calendar control
            • Adding and configuring an Advanced data visualization control
              • Adding an Advanced data visualization control
              • Specifying the data source for an Advanced data visualization control
              • Specifying the visual properties of an Advanced data visualization control
            • Image controls
              • Adding and configuring an Image control
                • Adding an Image control to a layout
                • Specifying the icon source and tooltip for an Icon control
                • Specifying presentation options for an Icon control
                • Standard icons
            • Link controls
              • Styling options for Link controls
              • Adding and configuring a Link control
                • Adding a Link control to a layout
                • Specifying the caption for a Link control
                • Specifying the image source and tooltip for a Link control
                • Specifying presentation options for a Link control
            • Multi-select list controls
              • Adding and configuring a Multi-select list control
                • Adding a Multi-select list control
                • Selecting the property for a Multi-select list control
                • Specifying the list source for a Multi-select list control
                • Specifying presentation options for a Multi-select list control
            • Rich text editor controls
              • Adding and configuring a Rich text editor control
                • Adding a Rich text editor control
                • Selecting the property for a Rich text editor control
                • Specifying presentation options for a Rich text editor control
              • Skin formats for Rich text editor controls
                • Creating a new Rich text editor format
                • Applying a custom rich text editor format
            • Timeline controls
              • Adding and configuring a Timeline control
                • Adding a Timeline control
                • Specifying the data source for a Timeline control
                • Specifying the date range for a Timeline control
                • Specifying presentation options for a Timeline control
              • Creating a custom Timeline control
          • Advanced controls
            • Selecting the property reference for a control
            • Automating source synchronization in controls
            • Adding an Address Map control
              • Using an Address Map control
              • Troubleshooting Show User Location feature in browsers
            • Enabling attaching files to an application
              • Configuring file size options for the Attach content control
              • Customizing how the Attach content control is displayed
            • Adding an Anypicker control
            • Adding an Autocomplete control
              • Autocomplete Properties — General tab
              • Autocomplete Properties – Presentation tab
              • Source of autocomplete field values
            • Adding a chart
              • Chart control - Axis tab for a line chart
              • Chart control - Axis tab for an area chart
              • Chart control - Axis tab for a bar chart
              • Chart control - Axis tab for a column chart
              • Chart control - Needle tab for a gauge chart
              • Chart control - Wedges tab for a pie chart
            • Adding a Checkbox control
            • Adding a Currency control
              • Purpose-Specific Control— General tab
              • Currency Properties – Presentation tab
              • Using the Currency Control
            • Adding a Data Field for a composite application
            • Adding a Drop-down control
              • Dropdown control Properties — General tab
              • Dropdown control Properties — Presentation tab
            • Adding a Text control
              • Configuration options for the Text control
            • Adding an Integer Control
              • Integer Properties — Presentation tab
            • Adding the Map control
              • Obtaining the Google API key
              • Configuring a dynamic system setting for the Map control
              • Configuring a Map control
              • Map control properties
            • Configuring a text label in a layout cell or header
            • Displaying location as static map image
              • 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
              • Radio Buttons control Properties — General tab
              • Radio Buttons control Properties — Presentation tab
              • Radio Button Properties - Behavior tab
            • Adding a Signature capture control
              • Customizing a Signature capture control
            • Adding a Tooltip
              • Tooltip Properties — Presentation tab
            • Adding a Text area control
              • Text area control - General tab
              • Text area control - Presentation tab
            • Adding a Text input control
              • Text input control - General tab
              • Text input control - Presentation tab
            • Adding a video to a section
          • Control form - Actions tab
            • Creating an action set
            • Available actions and conditions
        • Applying design templates
        • Configuring views for cases
          • Configuring dynamic views
          • Customizing a user portal in the phone preview
          • Customizing the case details section
          • Adding action buttons to a case header
          • Adding buttons to the case action header
        • Building forms for case types
          • Reusing fields on forms
            • Restrictions on field and form reuse
          • Reusing forms
          • Adding single-value fields to forms
            • Configuring a user reference on a form
          • Adding field groups to forms
          • Adding a field group to your data model
          • Adding a field group list to your data model
          • Adding data references to forms
            • Configuring a data reference on a form
          • Adding field group lists to forms
            • Setting table column visibility
        • Validating field input
        • Restricting user input in a field
          • Creating a picklist
          • Converting plain text to rich text
          • Securing an attachment field
          • Creating a calculated field
          • Creating a field group
          • Creating a field group list
        • 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
      • Creating and managing pages for applications
        • Creating a page for an application
        • Editing a page of an application
        • Modifying the name and icon of a page
        • Removing a page from your application
        • Configuring role-based page access
      • Localizing your application
        • Internationalization and localization
        • Localization wizard
        • Preparing your application for translation
          • Localized properties
          • Localized rule types
        • Creating a translation package
          • Selecting languages
          • Selecting application rulesets
          • Enabling records
          • Downloading the translation package
        • Preparing a translation package for a translator
        • Importing translations
          • Selecting the translation package and rulesets
          • Importing the translation file
        • Testing the translation package
          • Checking the translated values in the application
          • Localizing forms by using the Localization inspector
    • Mobile
      • Designing applications for mobile use
        • Learning about user interface design guidelines for mobile apps
      • Developing mobile apps
        • Setting up mobile apps
        • Adding content to mobile apps
          • Designing a new mobile list page
          • Adding a search gadget
          • Adding a floating action button
          • Adding items to the menu bar
        • Previewing mobile apps
        • Enhancing mobile apps
          • Applying a custom theme to mobile apps
            • Customizing the image assets of mobile apps
          • Engaging mobile users with push notifications
            • Configuring push notifications for Android apps
            • Configuring push notifications on iOS
              • Push notifications in a mobile app for iOS
            • Sending push notifications with the push console
            • Adding the push notifications shape to a workflow
      • Generating native mobile apps
        • Android certificate set
          • Opening a certificate set
          • Creating an Android certificate set
          • Uploading a signing certificate
          • Selecting an Android certificate set
        • iOS certificate set
          • Opening an existing iOS certificate set
          • Creating an iOS certificate set
          • Creating an unsigned iOS certificate set
          • Uploading a provisioning profile
          • Uploading a signing certificate
          • Uploading a push notifications certificate
          • Uploading a widget provisioning profile
          • Selecting an iOS certificate set
          • Expiration of iOS certificates
        • Mobile certificates page
        • Generating installation packages
        • Exporting an unsigned iOS app
        • Selecting a specific client version
        • Setting up an alternative host
      • Troubleshooting mobile apps
        • Troubleshooting an iOS mobile app
        • Device logs
          • Retrieving device logs
          • Viewing device logs
      • Working with offline-enabled mobile apps
        • Designing apps for offline mode
          • Learning about guidelines for designing offline-enabled mobile apps
          • Learning about guidelines for designing user interface for offline-enabled apps
        • Enabling case processing in offline-enabled mobile apps
        • Understanding offline features
          • Understanding offline data synchronization
            • Data synchronization JavaScript API
            • Offline case packaging optimization during synchronization
            • Propagating application model changes to offline-enabled mobile apps
          • Understanding flow processing in offline mode
            • Offline-supported flow processing features
          • Understanding offline-supported actions
            • Understanding offline-supported local actions
            • Offline-supported actions
          • Understanding offline-supported controls
            • Offline-supported controls
            • Attach content support in offline mode
            • Packaging a signature after the work object is resolved
          • Understanding when rule support in offline mode
          • Understanding decision table support in offline mode
          • Understanding decision tree support in offline mode
          • Understanding validate rule support in offline mode
            • Adding validate rules to a white list for offline use
          • Understanding function rule support in offline mode
            • Offline-supported function rule libraries
            • Accessing a list of supported JavaScript functions for a utility library
          • Understanding data transform support in offline mode
          • Requirements for surveys in offline mode
          • Enabling online-only features in offline mode
            • JavaScript API for running any activity in offline mode
            • JavaScript API for scheduling any activity in offline mode
        • Adjusting performance of offline apps
        • Adjusting usability of offline apps
          • Server-side postprocessing in offline mode
      • Securing mobile apps
        • Selecting an authentication service
        • Increasing mobile app security with time-outs and native locks
        • Making mobile apps available to users
      • Distributing mobile apps
        • Downloading a mobile app in a binary file
        • Publishing the QR code
      • Performing advanced mobile app development tasks
        • Mobile app branding and layout
          • Configuring a layout for the reuse of a web portal
          • Configuring a layout with advanced mobile features
          • Configuring the bottom bar
          • Customizing fonts for the native mobile app components
            • Uploading custom font files
            • Modifying the fonts settings file for font customization
            • Modifying the application skin for font customization
          • Replacing the icon font in imported applications
            • Converting the icon font for imported applications
            • Uploading custom font files
            • Creating the font settings file for imported applications
            • Modifying the font settings file for imported applications
        • Configuring search in mobile apps
          • Native search capability in mobile apps
          • Configuring categories for mobile search
          • Configuring a search action in a mobile app
        • Configuring direct authentication against an external OIDC server for Pega Infinity Mobile Client
          • Custom parameters for direct authentication against an external OIDC server
          • Configuring the client registration for Pega Infinity Mobile Client authentication against an external OIDC server
          • Enabling the mobile authentication service for Pega Infinity Mobile Client authentication against an external OIDC server
        • Configuring application package-based mobile app
          • Pega Mobile SDK
          • Setting up application package options for Android
          • Setting up application package options for iOS
            • Uploading binary files for an iOS application package
          • Uploading an icon for an application package
    • Security
      • Preparing your application for secure deployment
        • Security guidelines for test environments
      • 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
              • Configuring the identity provider for an OpenID Connect SSO authentication service – Advanced Configuration
            • 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
            • Testing an authentication service
            • Authentication services and rule availability
            • Authentication services and security policies
            • Application URL patterns for various authentication service types
            • Application URL alias
            • Adding an application URL alias
        • Configuring login and disablement policies
          • Managing security policies
            • Security policies settings
            • Security policies
          • Enabling and disabling operators
            • Viewing locked and disabled operators
            • Disabling an operator
            • Enabling operators
            • Unlocking an operator
            • Deleting operators
        • 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
            • OAuth 2.0 client registrations
            • Creating and configuring an OAuth 2.0 client registration
          • Setting up an OAuth 2.0 provider
            • OAuth 2.0 providers
            • Creating and configuring an OAuth 2.0 provider data instance
          • Setting up an OAuth 1.0 client
            • OAuth 1.0 clients
            • Creating and configuring an OAuth 1.0 client
          • Creating a WS-Security profile data instance
            • Web Service Security profile
            • Defining outbound SOAP messages for WS-Security profile data instances
            • Defining inbound SOAP messages for WS-Security profile data instances
            • Defining keystores for WS-Security profile data instances
          • Creating a web service policy data instance
            • Web service policy data instances
          • Creating an identity mapping data instance
            • Identity mapping
          • Securing your application for mashup access
        • Creating a SAML SSO authentication service
        • Creating an OIDC SSO authentication service
        • Creating a Google authentication service
      • Authorization
        • Role-based access control
          • Operators
            • Creating operator IDs
            • Adding an operator by using the organizational chart
            • Defining operator contact information and application access
              • Fields for operator contact information and application access
            • Defining operator work groups, work queues, and schedules
              • Fields for operator work groups, work queues, and schedules
            • Defining security information for an operator
          • Access groups
            • Viewing access groups and operators
            • Creating an access group
            • Assigning work pools to an access group
              • Work pools and access groups
            • 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
              • Application tools
              • Viewing tools authorization for a single access group
              • Viewing tools authorizations in all access groups
              • Editing tools authorization for a single access group
            • Configuring advanced settings for access groups
              • Configuring security settings for an access group
              • Defining a run-time configuration for an access group
              • Defining advanced offline configuration for an access group
              • Defining a design-time configuration for an access group
            • Creating an application ID data instance
              • Application ID data instances
              • Application ID form – Completing the Security tab
            • Granting portal access to an access group
            • Updating access groups by submitting a request to an active instance
          • Granting personas access to channels and pages
          • 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
              • Access of Role to Object rules
                • Creating an Access of Role to Object rule
                  • Defining permissions by using Access of Role to Object rules
                  • Specifying privileges for an Access of Role to Object rule
                  • Defining access settings for an Access of Role to Object rule
                • Listing Access of Role to Object rules
                • Standard Access of Role to Object rules
              • Access Deny rules
                • Access Deny rules - Completing the New or Save As form
                • Access Deny form – Completing the Security tab
                • More About Access Deny rules
              • Access When rules
                • Access When rules – Completing the New or Save As form
                • Access When form — Completing the Conditions tab
                • Access When form — Advanced tab
                • Viewing generated Java code of Access When rules
              • Setting rules
                • Creating a setting
                • Configuring a setting
          • Privileges
            • Creating a privilege
            • Granting privileges to an access role
              • Standard privileges
              • Granting privileges by using Access Manager
              • Reviewing user privileges for a role by using Access Manager
              • Customizing the Access Manager privileges tab
            • Turning on privilege inheritance for access roles
              • Privilege inheritance for access roles
            • Requiring a privilege for a rule
            • Viewing the roles that have a privilege
            • Creating a property security rule
              • Property security rules
              • Configuring a property security rule
        • Attribute-based access control
          • Creating an access control policy
            • Access Control Policy rule
            • Masking property visibility for users
          • Creating an access control policy condition
            • Access Control Policy Condition rule
            • Security attributes markings
            • Storage of operator security attributes
            • One Of and All Of conditions
            • Access control policy condition performance
            • Hierarchical attributes
          • Reviewing access control policies
            • Verifying access control policies
          • Discovery features for access control policies
            • Customization of Discovery gadgets
            • Enabling discovery features for access control policies
            • Adding a Discovery gadget to a customized user interface
          • Enabling attribute-based access control
        • Client-based access control
          • Defining client-based access control rules
            • Creating a client-based access control rule
            • Configuring a client-based access control rule
            • Configuring client-based access control for a non-Pega data source
            • Specifying a client-based access control rule on an abstract class
      • Auditing
        • Rule and data change auditing
          • Enabling security auditing for a data class or rule type
          • Customizing the memo text for an audited rule
          • Auditing changes to aggregate properties
        • Security event configuration
          • Selecting a security event to monitor
          • Adding a custom security event
          • Displaying the Security Audit Log
          • Tracking login failures by using a report
        • Security alerts
      • Security assets and the environment
        • Searching for security vulnerabilities in rules
          • Rule Security Analyzer
          • Security guidelines for custom HTML
          • Regular Expression rules
            • Creating a Regular Expression rule
            • The Regular Expression tester tool
        • Data Encryption
          • Configuring the platform cipher
            • Viewing keystore usage history in the platform cipher
            • Forcing data key rotation in the platform cipher
            • Encrypting application data by using a custom key management service
            • Encrypting system data by using a custom key management service
          • Configuring a custom cipher
          • Encrypting the storage stream (BLOB)
            • Storage stream encryption of selected classes
        • 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
            • Creating a data page for a keystore
            • Creating a data page activity for a keystore
          • Changing the default keystore caching settings
        • Creating a token profile
          • Token profile data instance
          • Creating a generation JSON Web Token profile
            • Configuring activities to generate a JSON Web Token
            • Previewing the JSON Web Token profile
          • Creating a processing JSON Web Token profile
            • Configuring an activity to process a JSON Web Token
        • Mitigating common security vulnerabilities
          • Enabling and configuring Cross-Site Request Forgery settings
            • Enabling cross-site request forgery support
          • Using HTTP response headers
            • Creating a custom application header
            • Testing a custom application header
          • Defining cross-origin resource sharing (CORS) policies
            • Creating a cross-origin resource sharing (CORS) policy
            • Mapping an endpoint to a cross-origin resource sharing (CORS) policy
          • Securing your application with a content security policy
            • Content security policies
            • Creating a content security policy
            • Content security policy directives
              • Allowing a website as an exception to a content security policy directive
          • Configuring the deserialization filter
            • Java deserialization
          • Configuring the Java injection check
  • Managing your system
    • System administration
    • Keeping Pega Platform current
      • Applying hotfixes to an on-premises system
        • Obtaining a hotfix catalog
        • Obtaining hotfixes
          • Scanning the system for hotfixes
            • Scanning the system from the user interface
            • Scanning the system by submitting a request to an active instance
            • Scanning the system by using a direct connection to the database
          • Obtaining hotfix packages
        • Preparing to install hotfixes
          • Reviewing hotfixes
          • Applying database schema changes
            • Creating an SQL script from the user interface
            • Creating an SQL script by submitting a request to an active instance
            • Creating an SQL script by using a direct connection to the database
        • Installing hotfix packages
          • Installing hotfixes from the user interface
          • Installing hotfixes by submitting a request to an active instance
          • Installing hotfixes by using a direct connection to the database
        • Rolling back hotfixes
          • Rolling back hotfixes from the user interface
          • Rolling back hotfixes by submitting a request to an active instance
          • Rolling back hotfixes by using a direct connection to the database
        • Committing hotfixes
          • Committing hotfixes from the user interface
          • Committing hotfixes by submitting a request to an active instance
          • Committing hotfixes by using a direct connection to the database
        • Verifying hotfix installation results
    • Configuring your system
      • 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
          • Creating an application setting
          • Reference application settings in rules
          • Viewing application settings
          • Categorizing application settings
          • Defining production-level application setting values
        • Using 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 path to an external log viewer
        • Configuring the public link URL
        • Configuring Java compiler access to information
        • Configuring the system name
          • Changing the system name from the user interface
          • Changing the system name by using a direct connection to the database
        • Specifying system-wide security parameters by using system data instances
          • Specifying the production level
          • Specifying the environment name
          • Specifying the lock time-out
          • Specifying the number of concurrent sessions
        • Project Management Framework (PMF)
      • System settings in Admin Studio
        • Viewing system settings for troubleshooting
      • Changing the storage destination for the import data wizard, BIX, and file listeners
      • Managing rules
        • Importing the legacy ruleset from the Resource Kit
        • Comparing versions of a rule
          • Comparing rule versions on the History tab
          • Comparing rule versions with the rule compare utility
        • Renaming classes or rulesets during an archive import
        • Replacing a string in rulesets
        • Temporary files
    • System Operations
  • Configuring connection pools for external databases by using the prconfig file
  • Reference
    • PublicAPI
    • React UI preview
      • Installing the Docker container with React UI
      • Configuring Pega Platform for React UI
      • Testing React UI for an application
  • Glossary
  • Trademarks and copyright
2020-02-27