  <img src="../../../../sharedv6/v6Icons/RuleCategories/Multiple.png%20"Landing Pages" width="12" height="12" align="bottom" /> Application Overview landing page<br />
Basic, Work Types , Actors, Attachments, Advanced gadgets</h1>
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<div class="INNER2">
<p class="ExpFav"><a href="#" onclick="ExpandAll()" class=
"DropDownRef"> <img id="picHeader" src="../../../expandtri.gif" width=
"10" height="7" name="picHeader" /> <span id="ExpandAll">Show
all</span></a> </p>
<p>The Application Overview landing page presents information about the current application. The page contains these gadgets:</p>
<table width="100%" ><tr>
<td width="37%"><ul>
<li>Basic Information</li>
<li>Work Types & Use Cases</li>
<li>Actors </li>
</ul></td><td width="63%"><ul>
<li>Attachments </li>
<li>Advanced</li>
</ul></td></tr></table><p>
This landing page enables you to view many of the fields in the application rule form. With password permission, you can edit these fields without having to open the form.</p>
<p>Some fields in the gadgets reference rules (typically the application rule). When an underline appears under a name as the cursor rolls over it, you can select that name to open the underlying rule form.</p>
<p><a href="#" class="DropDownRef" onclick="Expand()"> <img src=
"../../../blueup.gif" width="14" height="10" alt="" /> Access</a></p>
<div id="ExpCol" class="expanded">
<p><img src="../../../../shared/tipstar.gif" align="absmiddle" /> To change the current application if you have access to more than one application, select<var> Switch Application > <i>application name </i></var> from the application menu </p>
<table width="100%" class="tablegray">
<tr align="left">
<td scope="col"><h2>Category</h2></td>
<td scope="col"><h2>Page</h2></td>
</tr>
<tr align="left">
<td width="36%" ><p> <img src="../../../../sharedv6/landingpages/px_lpiapplication.png" alt="Application" width="38" height="40" align="left" /><b>Overview</b><br /></p></td>
<td width="64%" ><p><b> <img src="../../../../sharedv6/landingpages/px_lpisummary.png" alt="" align="middle" />Application</b></p></td>
</tr>
</table>
</div>
<p><a href="#" class="DropDownRef" onclick="Expand()"> <img src=
"../../../blueup.gif" width="14" height="10" /> Editing</a></p>
<div id="ExpCol" class="expanded">
<p>By default, fields in the gadgets are displayed in read-only mode. Click <span class="kbd5">Edit</span> to open a gadget in edit mode. Click <span class="kbd5">Save</span> to update your edits. The system updates the respective field in the application rule and saves it. You do not have to open and save the rule.</p>
<p>If the edit button in a gadget contains a lock ( <span class="kbd5">Edit <img src="../../../../sharedv6/v6Icons/RuleCategories/Security.png" width="10" height="12" /></span> ), you cannot use the edit function unless you provide a password. To unlock the gadget, click the button and enter the password in the Password Required to Edit pop-up window. The other gadgets remain locked. When you have finished your edits, click <span class="kbd5">Save</span>, which returns to the gadget to a protected status and saves your updates to the application rule. </p>
<p><img src="../../../../shared/notestar.gif" width="16" height="16" align="absmiddle" />To enable or remove application password protection, use the <strong>Password Protection</strong> checkbox on the Advanced Options gadget. Disabling password protection removes locks from all gadgets for all users in the application. </p>
<p><img src="../../../../shared/caution1.gif" width="17" height="17" align="absmiddle" /> If you remove password protection from a gadget, it is still locked to other users in the application. However, if another user unlocks either the gadget or the application, updates can be overwritten.</p>
</div>
<p><a href="#" class="DropDownRef" onclick="Expand()"> <img src=
"../../../blueup.gif" width="14" height="10" /> Basic Information gadget</a></p>
<div id="ExpCol" class="expanded">
<p>This gadget identifies the current application and its history. </p>
<table class="tablelist" width="100%">
<tr valign="top">
<td align="left" valign="top" width="100"><h2>Field</h2></td>
<td width="408" align="left" valign="top"><h2>Description</h2></td>
</tr><tr valign="top">
<td align="left" valign="top"><p>(no label)</p></td>
<td align="left" valign="top"><p>This application name as it appears in the <strong>Description</strong> field on the application rule form header.</p></td>
</tr><tr valign="top">
<td align="left" valign="top"><p><strong>Description</strong></p></td>
<td align="left" valign="top"><p>Text description for this application. Also appears in the <strong>Full Text Description</strong> field in <span class="afield">History </span tab on the application rule.>tab of the application rule. </p>
<p><img src="../../../../shared/notestar2.gif" alt="Note" width="16" height="16" align="absmiddle" />For list view and summary view rules, this field may contain Reference directives or <<i>pega:reference</i>> JSP tags. The <strong> Description</strong> text becomes a report title. See <a href="../../../../rule-/rule-obj-/rule-obj-list/main.htm">More about List View rules</a>.</p>
<p><img src="../../../../shared/notestar2.gif" alt="Note" width="16" height="16" align="absmiddle" />For class rules, this field may not be blank.</p></td>
</tr><tr valign="top">
<td align="left" valign="top"><p><strong>Business Objectives</strong></p></td>
<td align="left" valign="top"><p>Optional. Expected business outcomes and objectives for this application.</p>
</td>
</tr><tr valign="top">
<td align="left" valign="top"><p><strong><b>Details and History</b></strong></p></td>
<td align="left" valign="top"> </td>
</tr>
<tr valign="top">
<td align="left" valign="top"><p><strong>Rule</strong></p></td>
<td align="left" valign="top"><p>Name key value for this application. Cannot be edited.</p></td>
</tr>
<tr valign="top">
<td align="left" valign="top"><p><strong>Version</strong></p></td>
<td align="left" valign="top"><p>Version key value for this application. Cannot be edited.</p></td>
</tr>
<tr valign="top">
<td align="left" valign="top"><p><strong>RuleSet</strong></p></td>
<td align="left" valign="top"><p>The associated RuleSet. This value causes this application rule to be included when the Export gadget exports the RuleSet. This value does not affect rule resolution of this rule. You specify a version of this RuleSet when you add an attachment (Attachments gadget) to the application.</p>
<p>Ordinarily, select a RuleSet that is among those listed in the <strong>Application RuleSets</strong> on the <span class="afield">General</span> tab of the application rule form.</p></td>
</tr>
<tr valign="top">
<td align="left" valign="top"><p><strong>Created</strong></p></td>
<td align="left" valign="top"> <p>Date indicating when the rule was created and by whom. Read-only.</p>
<p>This text also appears on the <span class="afield">History </span tab on the application rule.>tab of the application rule.</p></td>
</tr>
<tr valign="top">
<td align="left" valign="top"><p><strong>Updated</strong></p></td>
<td align="left" valign="top"><p>Date indicating when the rule was last updated and by whom. Read-only.</p>
<p>This text also appears on the <span class="afield">History </span tab on the application rule.>tab of the application rule.</p></td>
</tr><tr valign="top">
<td align="left" valign="top"><p><strong>History Details</strong></p></td>
<td align="left" valign="top"><p>Click this link see the Save history of this rule in a new window. </p>
</td>
</tr>
</table>
<p><img src="../../../../shared/notestar.gif" width="16" height="16" align="absmiddle" /> The Application Summary area on the Designer Studio Home display (<img src="../../../../sharedv6/v6Icons/TabBar/home.png" width="12" height="11" />) also presents this information in read-only mode.</p>
</div>
<p><a href="#" class="DropDownRef" onclick="Expand()"> <img src=
"../../../blueup.gif" width="14" height="10" /> Work Types & Use Cases gadget</a></p>
<div id="ExpCol" class="expanded">
<p>This gadget displays, for the current application, a tree hierarchy of work types and the use cases that process them. Typically, this information is initially entered in an Application Profile and created by the <a href="../../../../definitions/a/appaccel.htm">Application Accelerator</a>. Work types and use cases are filtered by <strong>Name</strong>, <strong>Description</strong>, and <strong>Work Type</strong>.</p>
<p>To open a use case's related rule, select the name of the use case in the tree.</p>
<table class="tablelist" width="100%">
<tr>
<td width="16%"><h2>Field</h2></td>
<td width="84%"><h2>Description</h2></td>
</tr>
<tr>
<td align="left" valign="top"><p><strong>Name</strong></p></td>
<td align="left" valign="top">
<p>Tree hierarchy of <a href="../../../../definitions/w/worktype.htm">Work types</a> <em>(icon)</em>, <a href="../../../../definitions/u/usecase.htm">use cases</a> <em>(icon)</em> , and supporting use case category names.</p>
<ul>
<li> Work types describe the processing of concrete work objects with a life cycle that starts with creation and ends with resolution. Work types are assigned to use cases. </li></ul>
<blockquote>
<img src="../../../../shared/notestar.gif" width="16" height="16" />If the users of this application are to enter new work from a composite portal, this information is required.
</blockquote>
<ul>
<li>A use case represents a small processing unit performed by one or more
actors<tt> DCO 5.5</tt> for a given work type within an application. This information is derived from an associated Application Use Case rule. </li>
</ul>
<ul>
<li>Supporting use case categories are the names assigned to processing use cases that support the operation of the application and processing of work types but do not create work objects, do not have a status, and cannot be routed to actors.</li></ul>
<p>This information is also displayed on the <span class="afield">Details </span> tab of the application rule. </p>
</td> </tr> <tr>
<td align="left" valign="top"><p><strong>Description</strong></p></td>
<td align="left" valign="top"><ul>
<li>Use cases — Freeform details that describe the steps involved in
completing the use case, the applicable edits, and expected
behavior. This information also appears in the <strong> Description</strong> field on the <span class="afield">Description</span> tab of the Application Use Case rule form.</li>
<li>Supporting use cases — Description of the use category. Also appears in the description field on the application rule <span class="afield">Details</span> tab. </li>
<li> Work types — Indicates this application's work class in which its work object properties, HTML forms, and flows are supported.</li>
</ul> </td>
</tr><tr>
<td align="left" valign="top"><strong>Type</strong></td>
<td align="left" valign="top"> Indicates whether the row contains a work type, supporting type, or use case.</td>
</tr>
</table></div>
<p><a href="#" class="DropDownRef" onclick="Expand()"> <img src=
"../../../blueup.gif" width="14" height="10" /> Actors gadget</a></p>
<div id="ExpCol" class="expanded">
<p>This gadget displays an array that lists the names ( <a href="../../../../definitions/a/actor.htm">actors</a>) that are applied to a user, an external service, or a processing agent in the application. Actors are listed by <strong>Name</strong>,<strong> Type</strong>, <strong>Count</strong>, and Access<strong> Method</strong>. </p>
<table class="tablelist" width="100%">
<tr>
<td width="16%"><h2>Column</h2></td>
<td width="84%"><h2>Description</h2></td>
</tr>
<tr>
<td align="left" valign="top"><p><strong>Name</strong></p></td>
<td align="left" valign="top"><img src="../../../../shared/rfaddrow.gif" width="20" height="18" />The name of the actor.
<p>You can identify actors with the <a href="../../../../definitions/a/appaccel.htm">Application Accelerator</a>. They also appear on the application rule <span class="afield">Details </span>tab.</p></td>
</tr><tr>
<td align="left" valign="top"><p><strong>Type</strong></p></td>
<td align="left" valign="top"><p><img src="../../../../shared/smartprompt3.gif" width="9" height="17" /> The type of this actor.</p></td>
</tr><tr>
<td align="left" valign="top"><p><strong>Count </strong></p></td>
<td align="left" valign="top"><p><img src="../../../../shared/smartprompt3.gif" width="9" height="17" /> The estimated number of this type of actor typically using the application.</p></td>
</tr><tr>
<td align="left" valign="top">(no label)</td>
<td align="left" valign="top"><p><img src="../../../../shared/smartprompt3.gif" width="9" height="17" />Whether the count represents a total number of accesses over a certain time period, or concurrent accesses</p></td>
</tr><tr>
<td align="left" valign="top">(no label)</td>
<td align="left" valign="top"><p><img src="../../../../shared/smartprompt3.gif" width="9" height="17" /> The time period over which the total number of accesses by this actor type is estimated to occur. Options are <code>Minute</code>, <code>Hour</code>, <code>Day</code>, <code>Week</code>, <code>Month</code>, and <code>Year</code>. Selection is not required for concurrent accesses.</p></td>
</tr><tr>
<td align="left" valign="top"><p><strong>Access Method</strong></p></td>
<td align="left" valign="top"><img src="../../../../shared/smartprompt3.gif" width="9" height="17" /> The method this type of actor typically uses to access the application.</td>
</tr>
</table>
<table border="1" class="tablelist">
</table></div>
<p><a href="#" class="DropDownRef" onclick="Expand()"> <img src=
"../../../blueup.gif" width="14" height="10" /> Attachments gadgets</a></p>
<div id="ExpCol" class="expanded">
<p>Use this gadget to view, add, or delete attachments associated with the current application rule. Attachments can contain reference materials such as UML diagrams, PowerPoint presentations, informal sketches, or files from external systems.</p>
This information is also displayed on the <span class="afield">Attachments</span> tab of the application rule.
<table class="tablelist" width="100%">
<tr>
<td width="32%"><h2>Field</h2></td>
<td width="68%"><h2>Description</h2></td>
</tr>
<tr>
<td align="left" valign="top"><p><strong>Attachments</strong></p></td>
<td align="left" valign="top"><p> Displays a list of attachment names. These are the ones you entered when you added the attachments. Select a name to view its content.</p>
</td>
</tr><tr valign="top">
<td align="left" valign="top"><p><span class="kbd5">Edit</span> </p>
</td>
<td align="left" valign="top">
<p>Click to add or delete attachments. The <span class="kbd5">Add / Remove Attachments</span> button appears. Click to open the Attachments dialog. </p>
<p>To add an attachment:</p>
<ol>
<li>Select or enter a unique name in the <strong>Name </strong>field in the <strong><b>New Attachments</b></strong> section. Names cannot contain spaces or special characters. For reporting purposes, consider prefixing the name with a purpose like those shown in the Suggested Names group in the pull-down list. For example, <code>NonFunctionalRequirements_Proj1122_GRP21</code></li>
<li>Click <span class="kbd2">Browse</span> to locate and select the file you want to attach. Click <span class="kbd2">Add</span> to upload the file. A RuleSet Version pop-up dialog appears (appears only once if adding more than one attachment).</li>
<li>Select a version of the application's associated RuleSet and click <span class="kbd2">Apply</span>. This dialog appears only once if you enter additional attachments. The name appears in the <strong><b>Name</b></strong> section on the form. </li>
<li>Click <span class="kbd2">Apply</span> in the Attachments dialog to add the attachment and exit the form. The name appears as a link on the gadget and returns to <span class="kbd2">Edit</span> status. Click <span class="kbd2">Close</span> if you choose not to add the attachment.</li>
</ol>
<p>To delete an attachment, open the dialog, select it from the <strong><b>Edit </b></strong> section, and click the <img src="../../../../shared/trash.gif" align="absmiddle" /> icon. Click <span class="kbd2">Apply</span> to remove it from the
attachment list.
</p></td>
</tr>
</table></div>
<p><a href="#" class="DropDownRef" onclick="Expand()"> <img src=
"../../../blueup.gif" width="14" height="10" /> Advanced Options gadget</a></p>
<div id="ExpCol" class="expanded"><p>Use this gadget to restrict changes to the application rule and other application information.
This information also appears on the <span class="afield">Advanced</span> tab of the application rule. </p>
<table class="tablelist" width="100%">
<tr>
<td width="21%"><h2>Field</h2></td>
<td width="79%"><h2>Description</h2></td>
</tr>
<tr>
<td align="left" valign="top"><p><strong>Application Rule</strong></p></td>
<td align="left" valign="top"><p>Name key value of this application. Cannot be edited. </p></td>
</tr>
<tr>
<td align="left" valign="top"><p><strong>Application Version</strong></p></td>
<td align="left" valign="top"><p>Version key value for this application. Cannot be edited.</p></td>
</tr>
<tr>
<td align="left" valign="top"><p><strong>Owner</strong></p></td>
<td align="left" valign="top"> <p>The organization, division, and organization unit to which this application belongs.</p> <p>To open the organization chart and review or modify the organizational owner, hover the cursor to the right of the field to display the opener icon (<img src="../../../../shared/rfeditsmall_on.gif" width="12" height="15" />) and click it. <em>kowal: PROJ-420 team says this control will continue to have the pencil icon to open the org chart.</em></p>
<p>If the label <code>No Org Structure Defined </code>appears in the field, do the following to define an organization:</p>
<ol>
<li>Click <span class="kbd5">Edit</span></li> <li>Click <span class="kbd5">Change</span></li>
<li>In the <strong>Set Node</strong> pop-up dialog, select a node in the desired organization and click <span class="kbd2">OK</span></li>
<li>Click <span class="kbd5">Save</span> in the gadget. </li> </ol> </td>
</tr><tr>
<td align="left" valign="top"><p><strong>Main Class</strong></p></td>
<td align="left" valign="top"><p>For a Pegasystems <a href="../../../../definitions/s/solutionframework.htm">solution framework</a>, this field can identify a container class for the work pool. The Application Accelerator uses this field to identify solution frameworks. </p></td>
</tr><tr>
<td align="left" valign="top"><p><strong>Override RuleSets</strong></p></td>
<td align="left" valign="top"><p><img src="../../../../shared/advanced.gif" width="16" height="15" alt="Advanced feature" />Most applications do not include override RuleSet versions.</p>
<p>When assembling the RuleSet list at sign-on, the system works from the top of this list down. RuleSet versions appear in the following order, in two layers.</p>
<ul>
<li>Override RuleSets if any form the top layer. During rule resolution, this layer is searched first. </li>
<li>The operator's <a href="../../../../definitions/p/privateruleset.htm">private RuleSet</a>, containing rules the operator has checked out, comprises the top of the second layer. (This RuleSet is not shown on the Application rule form). You have a private RuleSet only if the <strong>Allow Rule Check Out?</strong> checkbox on the <span class="afield">Advanced</span> tab of your Operator ID data instance is selected.</li>
<li>Application RuleSets form the next lower group in the second layer. </li>
<li>Component and shared RuleSets, if any, form the next group of the second layer. </li>
<li>Standard RuleSets provided by Pegasystems, that start with the five-character prefix "Pega-" (<strong>not</strong> the four-character prefix "Pega"), always appear at the bottom of the second layer. </li>
</ul></td>
</tr><tr>
<td align="left" valign="top"><p><strong>PMF Integration</strong></p></td>
<td align="left" valign="top"><p>If enabled, makes the Project Management features visible for developers using this application. See <a href="../../../../tools/projectexplorer/aboutprojectexplorer.htm">About the Project Explorer and Project Management interface</a>. <tt>Proj-833 5.4</tt> and <img src="../../../../shared/pdn.gif" width="16" height="16" />Pega Developer Network article <i>About the Project Management Framework</i>. </p>
<p>Operators using this application see the <span class="afield">Project Explorer</span> tab in the Manage Rules panel, and specialized New, Save As, Check Out, and Check In dialogs which include a Project Management section.</p>
<p>A <b>Declare ProjectMgmt</b> link appears when this option is enabled. Click it to open the <cite>Rule-Declare-Pages</cite> instance <cite>Declare_ProjectMgmt</cite>. You modify this rule to customize the Project Management features. You can, for example, modify the standard <cite>Data-Project-Task.GetTaskList</cite> load activity to change the default properties used to identify tasks assigned to rules, or override the activity entirely to link the development process of this application with Pegasystems' Project Management Framework or another external project management tracking system.</p>
<p>See <a href="../../../../tools/projectexplorer/aboutprojectexplorer.htm">About the Project Explorer and the project management interface</a>.</p></td>
</tr><tr>
<td align="left" valign="top"><p><strong>Password Protection</strong></p></td>
<td align="left" valign="top"> <p>If enabled, users who have access to this application cannot edit any fields on the landing page without the required password. The edit button in a gadget contains a lock ( <span class="kbd5">Edit <img src="../../../../sharedv6/v6Icons/RuleCategories/Security.png" width="10" height="12" /></span> ). The application rule also is protected. </p>
<p>If protection is disabled, a warning icon <img src="../../../../shared/caution1.gif" width="17" height="17" align="absmiddle" /> appears in this field. As a best practice, protect the application in most development environments. </p>
<p>To enable:</p>
<ol>
<li> Click <span class="kbd5">Edit</span>.</li>
<li>Select the <strong>Password Protection </strong>checkbox.</li>
<li>Enter a password in the<strong> Enter</strong> and <strong>Confirm</strong> fields. </li>
<li>Click <span class="kbd5">Save</span>.</li>
</ol>
<p>To disable:</p>
<ol>
<li> Click <span class="kbd5">Edit <img src="../../../../sharedv6/v6Icons/RuleCategories/Security.png" width="10" height="12" /></span> .</li>
<li>Enter the password in the Password Required to Edit pop-up window.</li>
<li>Clear the <strong>Password Protection</strong> checkbox.</li>
<li>Enter the password in the<strong> Enter</strong> and <strong>Confirm</strong> fields. </li>
<li>Click <span class="kbd5">Save</span>. All the gadgets are unlocked and can be edited. Application rule password protection is disabled.</li>
</ol>
</td>
</tr>
</table>
</div>
<table width="100%" border="0" class="tablegray">
<tr valign="top">
<td width="3%"><img src="../../../../shared/definition3.gif" alt=
"Definitions" width="13" height="16" /></td>
<td><a href="../../../../definitions/c/currentapplication.htm">current application</a>,<a href="../../../../definitions/l/landingpage.htm"> landing page</a>, <a href="../../../../definitions/a/appaccel.htm">Application Accelerator</a> , <a href="../../../../definitions/d/directcaptureofobjectives.htm">Direct Capture of Objectives, </a><a href="../../../../definitions/o/organization.htm">Organization</a>, <a href="../../../../definitions/s/solutionframework.htm">solution framework</a></td>
</tr>
<tr valign="top">
<td><img src="../../../../shared/topic.gif" alt="Related topics" width=
"13" height="16" /></td>
<td><a href="../../../../rule-/rule-application/main.htm">About Application rules</a><br />
<a href="../../../../rule-/rule-application-/rule-application-usecase/main.htm">About Application Use Case rules</a><br/></td>
</tr>
</table>
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