my requirement is to create a Dashboard with some read only values to be populated in the Pega UI page ( not the graphs and charts ). the source for the Dashboard is Oracle or SQL Server database. our Pega Robotic Automation will update\insert the data in database. here we know how to create the RPA automation and update the database, but we are not sure how to create the Dashboard. I have downloaded the Pega 7 software from PDN, but not sure how to start the Dashboard creation. Please guide what is the start point of creating the Dashboard and what are required to create the Dashboard in Pega 7.
class, objects , case, etc.... not sure. if any of these to be created, please share the tutorials to create. Thank you for your help.
Posted: 2 years ago
Updated: 2 years ago
Posted: 13 Feb 2018 4:16 EST Updated: 13 Feb 2018 4:15 EST
To add more, you need not create classes for external tables in the Pega, it's the Data Class Mapping Tool which does for you.
The Data Class Mapping Tool is used to create a new Data class in Pega thathas properties that map to the columns of interest in a table of a 3rd party database.
Suppose you have an external class(which is created from third-party tool rather by Pega at the time of installation). There are few fields which need to be filled in the wizard pop-up screen.
- DataBase Name: <YourExternalDBName> - references aDatabase rulethat would need to be created ahead of time. The DataBase rule contains connection information which would be used for communication between Pega and an external database.
Class Name: Wizard will create if for you and provide it as the suggestion.
After running the wizard if you open the definition for this class you can test the connection to the table by clicking the "Test Connection" button at the bottom of the classes definition. Also note it has recorded the primary key for the class and on the External Mapping tab it has saved your mappings. The class has everything it needs to do a lookup to retrieve a single record based on the key as well as send a SQL statement you create, using a reporting rule in the class, to the 3rd party DB. These two techniques are used to populate Datapages so you now have easy access to the data in the 3rd party DB table.
Hope it answers your question, kindly notify by marking as answered.
Now I would like to create a sample dashboard and wanted to use the Data Class mapping tool. could you please guide me where can I find the materials to create the sample test dashboard. I downloaded the Pega 7 from PDN, but every where it is asking me to populate the class name and rule. this is show stopper for me. Please guide.
You can create the Harness rule and use sections in it with a tabbed layout to display the tab view and try to launch this harness on click of the Dashboard link in your attachment.
In the section you can display the content in a grid(if list of records to be displayed) by writing the report definition to fetch the records on your external class which is created and source it to your grid.
Hope this explanation might help you to proceed further.
As I mentioned I am still baby in Pega. could you please share some of the documents links to create the harness and what are the pre-requisite to create the Harness or rules , grids , how to use the external class properties, etc. That would be very useful for us.
I am trying the create the template dashboard in Pega 7.3.1 software which downloaded from PDN. what ever I try to create or navigate in Pega 7.3.1, PegaRULES are show stopper for me. it is not allowing me to select the Radio button. Please find the attachment.
We are creating the use case as per customer demands.
If you could have used New Application wizard in the designer studio and provided the necessary details then the application could have created successfully. As per the attachment you had created Underwriting is the application, to access this application you can login into the admin operator which might have been created during the creation of this application. Once you login to the administrator login of this application then you can create the External Class using mapping wizard or you can create the REST connector if your data is exposed through the services like REST/SOAP/..
I have created an application with in 1 case type and 5 attributes created for the case, now I would like to create a sample portal to fit these 5 properties into the page by using UI component widgets , harness and etc. could you please guide me how to do that and I wanted to create a steps to execute the process.
You can open your case from the Case Explorer and then try to add the step in the stage, so that a new section will be created in your case. In this section you can display the properties which you want to display.
If you want to display the data in the Tabbed view then you can use the Tab Layout group to implement it, for the sample configuration you can have a look into Designer Studio > User Interface > UI Gallary > Tab layout (view design time configuration)
I have created the Stage , Step and the Template dashboard. now could you please help me to set the property value in UI form which is coming from REST service. The value of the property is coming from REST service from PEGA RPA with Robot Activity. or guide me how set the property value ?
I tried some possibilities. could not able to do that. could you please provide any suggestions.
As your data is coming from REST service via PEGA RPA the external data will be available in your data page(if single page data). Now before loading your Step content you need to set the data of the case properties with the external data. So you can write a data transform to initialize the case properties with the external data and call this data transform in the flow action pre-processing step.
This way you can initialize the case data with your external data retrieved from robot.