text

Security Organization Portal and HTML

Technical
Property
Decision
Integration
Services
Process
SysAdmin
Notes for rules
A These rules have an Applies To key part.
They are resolved using directed and pattern inheritance.
D Form is designed to allow non-developers to update
individual rules that are delegated to them.
H HTML, CSS and JSP skills are useful.
J Java programming skills are useful.
P Individual rules can be restricted to use by holders of a privilege.
A dozen or more standard rules are included to use or copy.
One hundred or more standard rules are included to use or copy.
Most relevant step in the SmartBuild approach.
Important relationshipsamongruletypesandadministrativedataclasses
Route Router
Class derives
from class
Class
Rule-Obj-Class
Defines object classes and the inheritance
relationships among them
Notify Utility
Decision Integrator Ticket
Fork Spin-Off
Broadcast
Data-Broadcast
Messageof thedayfor organizationunit.
Operator ID
Data-Admin-Operator-ID
Definesidentifiers, passwords, skills, availability, and
organizationfor humanusersandbackground
requestors
Operator belongs
to a unit
RuleSet
Rule-RuleSet-Name
Primaryidentifier for acollectionof
relatedrules.
Product Patch
Rule-Admin-Product-Patch
Supportsapplicationpackagingandmigration
Skill
Rule-Admin-Skill
Identifiesskill requirementsof theapplication.
FlowAction
Rule-Obj-FlowAction
Definesuser interfaceandprocessingfor
assignments.
When
Rule-Obj-When
PerformsaBooleantest of comparisons
involvingpropertyvalues.
DecisionTable
Rule-Declare-DecisionTable
Looksupapropertyvaluebasedonvaluesof
other properties.
MapValue
Rule-Obj-MapValue
Computesthevalueof aresult propertybased
onamatrixof ranges.
BinaryFile
Rule-File-Binary
Wrapsanimagefileor other non-character
dataintoarule.
Privilege
Rule-Access-Privilege
Namesaprivilege.
AccessDenyObj
Rule-Access-Deny-Obj
Blocksacapabilityfor auser roleandaclass
AccessWhen
Rule-Access-When
RefinesaccessbasedonBoolean
comparisonsof propertyvalues
Call/Branch, Split, and Spin-Off
shapes reference another flow
Edit Input
Rule-Edit-Input
DefinesaJavamethodtotransform
user input.
Expression
Rule-Declare-Expressions
Computesthevalueof apropertyat all times
usingchaining.
Trigger
Rule-Declare-Trigger
Automaticcomputationsat thetimeof
databaseupdates.
Expression rules compute
property values automatically
Operator has
a default workbasket
Product
Rule-Admin-Product
Supportsapplicationpackagingandmigration
Email Account
Data-EmailAccount
Letsthesystemsendandreceivee-mail.
Validate
Rule-Obj-Validate
Teststhevaluesthat userssubmit onaform.
Flow action may check
input using validate rule
Flow action requests
user input
with form
OnChange
Rule-Declare-OnChange
Automaticcomputationswhenever aproperty
valuechanges
OnChange rules execute
upon change of property values
Model can
add
superclass
model
Property
Rule-Obj-Property
Definesadatadictionaryfor thestructure, names, and
characteristicsof values
Qualifier extends
behavior of property
Field values identify values
for property
How user input of value
is validated
User input for is
transformed
by Edit Input rule
HTML Property defines
input and display
format of property
Library
Rule-Utility-Library
Groupsfunctionrulesthat arecompiled
together.
Authentication
Service
Data-Admin-AuthService
Supportssinglesign-onaccess.
Assignment shapes present
users with work object forms
they are to update.
Ticket shapes identify a
position on the flow for
exception processing.
Connector lines link two shapes.
Connectors leaving an
assignment shape reference a
flow action.
Notify shapes identify a Notify
activity, which creates and sends
correspondence to a work party.
Router shapes identify a Router
activity that determines which worklist
or workbasket receives a new
assignment.
Fork shapes identify branching
points. At runtime, the flow
execution advances along one
connector based on true-false
tests.
Decision shapes identify a
decision rule that determines
the path of the work object
through the flow.
Utility shapes identify an
activity that performs
computations that do not
require user interaction.
Activities can reference and process all rule types,
built-in Process Commander methods, and Java
methods.
By separating business rules from other
computations, Process Commander allows
business rules to be delegated and maintained
separately from activities.
RuleSets group related rules
in an application for access
and migration.
Versions group interrelated
application rules into layers
for testing, packaging, and
production rollout.
Portal rules define the layout and
appearance of user and developer
workspaces. Portal rules indirectly
reference list view, summary view,
and other rules.
Which rule type do I use when?
Properties define and structure
values, including lists and arrays.
Rules of many types reference
properties.
Privileges are awarded to
users through access roles.
Developers may restrict
individual instances of eight
rule types to privilege holders.
Declarative rules operate automatically. The inference engine supports both forward and backward chaining.
Several rule types may
reference when condition
rules.
AccessRoleObj
Rule-Access-Role-Obj
Relatesrolenamestooperationsonclasses.
Agent Queue
Rule-Agent-Queue
Definesrepetitivebackgroundprocessing
Agent Schedule
Data-Agent-Queue
Controlsbackgroundprocessingononenode
Text File
Rule-File-Text
PackagesCSS, JavaScript, andother text
filesasrules.
Calendar
Data-Admin-Calendar
Definesbusinessdays, holidays, andhoursof
operation
CaseMatch
Rule-Declare-CaseMatch
Searchesandscoresitemsinacollection.
Database
Data-Admin-DB-Name
Identifiesthename, locationandaccount of a
relational database.
Workbasket
Data-Admin-WorkBasket
Queuefor assignmentsnot routedtoindividual
user worklists.
DecisionTree
Rule-Declare-DecisionTree
CapturesIf-Then-Elsestructuresanattractive
format.
Correspondence
Rule-Obj-Corr
DefinesWord/HTMLtemplatesfor outgoing
correspondence.
OrganizationUnit
Data-Admin-OrgUnit
Third-level organizational object.
Division
Data-Admin-OrgDivision
Mid-level organizational object
WorkGroup
Data-Admin-WorkGroup
Groupsmanagerswiththeir teammembers, for
reportingandoperations
AccessGroup
Data-Admin-Operator-AccessGroup
Determinesversions, roles, portal layout, and
applicationsavailabletorequestors
Constraints
Rule-Declare-Constraints
Restrictsthevalueof apropertyat all times
usingforwardchaining.
Rules of many types apply to only objects in
one class and its subclasses
Edit Validate
Rule-Edit-Validate
DefinesaJavamethodtotest user input
values
List
Rule-Obj-List
Identifiessubset of propertiestoberetrieved
together.
Message
Rule-Message
Definestext of error messages.
Model
Rule-Obj-Model
Providesliteral constant or computedvaluesto
initializeproperties.
Portal
Rule-Portal
Controlsappearanceandcontentsof desktopportal
Ticket
Rule-Obj-Ticket
Marksflowprocessingthat occursafter
exceptional events
WorkParties
Rule-Obj-WorkParties
Typesof participantswhichmayparticipatein
aworkobject
Harness
Rule-HTML-Harness
Determinesappearanceandbehavior of work
object forms
ServiceLevel
Rule-Obj-ServiceLevel
Definestarget timeintervalsfor performing
assignments
ClassGroup
Data-Admin-DB-ClassGroup
Causesinstances(typicallyworkobjects) of
multipleclassestobestoredinonetable
Flow
Rule-Obj-Flow
DefinesaworkflowusingMicrosoft Visio, linkinga
businessprocesstoactivities, flowactions,
computations, andother rules
Correspondence may
include fragment
Sections
within
sections
Harness rule references
section rules
Unit belongs to a division
Division belongs to an organization
Access group identifies
one or more
portal rules
Class group
consolidates
instances
of classes
Constraints rules restrict
values of a property
HTMLProperty
Rule-HTML-Property
HTMLcodetopresent apropertyasinput or
display.
FieldValue
Rule-Obj-FieldValue
Enumeratesaset of allowedvaluesfor a
SingleValueproperty.
-
DatabaseTable
Data-Admin-DB-Table
Associatesaclasswiththedatabasetablethat
containsobjectsof that class.
Database table belongs to a database
Correspondence
Type
Rule-CorrType
Method of correspondencedelivery.
Maps
instances of
classes to
database tables
Workbasket belongs
to a unit
Method
Rule-Method
Basicstepinactivity
List View
Rule-Obj-ListView
Supportstabular reporting.
SummaryView
Rule-Obj-SummaryView
Supportschartsandtwo-level
tabular reporting.
FormFile
Rule-File-Form
DefinesHTML/XMLformsfor ruletypes
Organization
Data-Admin-Organization
Top-level organizational object
Product patch
amends a product
Business days are
defined in calendar
for organization
Work group has
a manager
Unit has
a manager
Portal may
identify a skin
for CSS styles
Application rules
have prerequisite
application rules
Application
Rule-Application
ListsRuleSet Versionsfor anapplication.
Function
Rule-Utility-Function
CapturesaJavamethodasarule.
Excel Template
Rule-Template-Excel
Supportssimpletabular dataentry.
Correspondence
to be sent out by
Respond
one of three decision rule types
Skin
Rule-PortalSkin
LinkstoCSSstylesfor portal, workobject
forms, andreports.
SpellChecker Properties
Data-Spellchecker-Properties
Linksalocaleor languagetodictionaries.
FunctionAlias
Rule-Alias-Function
Simplifiesfunctioncallsindecisionrule.
Alternate
form
Function
belongs
to library
PropertyQualifier
Rule-Obj-Property-Qualifier
Definesadditional characteristicsfor
properties.
System
Data-Admin-System
Identifiesthesystemname.
Requestor Type
Data-Admin-Requestor
Identifiestypesof requestors.
SystemNode
Data-Admin-Nodes
Holdsnodedescriptions.
Node belongs to system
Requestor Type
defines access to system
WordTemplate
Rule-Template-Word
Supportsspecial attachments.
Agent
runs
on node
Agent
per node
Version may
have prerequisite
versions
RuleSet Version
Rule-RuleSet-Version
Layer of ruleversionsthat overrideslower-numbered
versions.
Operator
works
by a calendar
Resolve
XML
Rule-Obj-XML
AssemblesXMLdocumentsusingstream
processing.
Legend Colors
Rule types
Administrative data classes
Activity can call
or branch
to another
Activity
Rule-Obj-Activity
Automatesprocessingthroughasequenceof steps.
Mayreferencemost other ruletypes
Research
A comprehensive suite of
rules and data classes
supporting integration with
other systems.
Arrows
Blue lines indicate references
to rules, resolved by a
dynamic lookup algorithm.
Orange lines indicate
references to data instances,
indicating static foreign-key
relationships.
Many references provide only
partial keys. At runtime,
context determines the
remaining key parts.
Black lines group similar
objects or indicate indirect
relationships
Operator
ID
Work
Group
Operators
belong to a
work group
Types
Description of
this type
Form name
Type
Special
characteristics
of this rule or
data class
Correspondence
Rul e- Obj - Cor r
DefinesHTMLfor outgoingcorrespondence
Each step of an activity uses a method
Connectors
Rule-Connect-***
Initiateaccesstoexternal systems, with
ProcessCommander asclient.
Services
Rule-Service-***
Respondstorequestsinitiatedbyexternal
systems, withProcessCommander asserver.
Parse
Rule-Parse-***
Parses XML and text documents.
Division identifies
a list of application rules
Organization
identifies
application rules
Operators may hold skill ratings
Operator belongs
to a work group
Operator has
one or more access groups
AccessRole
Rule-Access-Role-Name
Definesuser rolenamesfor accesscontrol.
Access Role is first key
part of Access Role Obj
Work pools for operators
using this access group
Grants privilege to
holders of access role
May reference
Access When
May reference Access When
Access Role is first key
part of Access Role Obj
Agent name = RuleSet name
Section
Rule-HTML-Section
Determinesappearanceandbehavior of a
portionof aworkobject form
Fragments
may include
fragments
HTMLFragment
Rule-HTML-Fragment
DefinessourceHTMLfor inclusioninanother
HTMLrule.
HTML rules can
include other
HTML rules
HTML
Rule-Obj-HTML
DefinessourceHTMLincludingJSPtagsfor
streamprocessing.
Access group identifies
one or more
Access roles
Reserved rule types
Blue
Orange
White
Routing may consider operator
skills
Router algorithm may send
an assignment
to a workbasket or worklist
Access group identifies
application rules
Section rule may
include HTML rule
Any stream rule can
include fragments
Fragments
within
fragments Correspondence
Fragment
Rule-Corr-Fragment
DefinesanHTMLtext segment.
HTML and CSS for work
object forms
HTML and CSS for portal
layout and gadgets
Portal spaces
and gadgets
link to reports
Patch lists one
or more versions
Application rule lists
RuleSet versions
Connector
Call or Branch
Split-
forEach
Assignment
ApplicationID
Data-Admin-AppID
Supportsoneapproachtosinglesign-on.
Work group
has default
workbasket
Workbasket has
a calendar
Objects in memory use XML structures.
When saved to the PegaRULES database,
objects are converted to relational
database rows based on property, class,
class group, index, database, and
database table information.
Index creates fast alternate access
to embedded properties in objects
Database configuration
About this chart
PegaRULES Process Commander combines rules
and data to deliver business results.
Developers choose from more than 80 types of rules
and 30 administrative data classes to meet
application requirements.
This chart groups rule types and data classes into
nine categories, as used in the Application Explorer
and Rules by Type explorer.
Boxes represent rule types and administrative data
classes.
Data
Data-Admin-***
Dataobjectsfor integration provide
passwords, port numbers, andother specifics.
Includes SOAP, SQL,
EJB, MQ, JMS, JCA, and
.Net
Includes SOAP, EJB, MQ,
JMS, COM, Corba, File,
JSR-94, Email and .Net
Wizard and accelerator
tools speed development
of external system
interfaces, accepting
metadata as input and
creating deployment files
as well as rules.
Orange and blue arrows show selected relationships
among the rule types and data classes, similar to a
class diagram or Entity-Relation diagram.
Rules in the Process and Portal-and-HTML
categories support features used most heavily in
Business Process Management applications.
Rules in the Technical, Property, and Decision
categories support the core rules engine.
Integrator shapes identify a
Connect activity that
processes a connector rule to
access an external system.
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14
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3
12
Product lists one
or more versions
DeclareIndex
Rule-Declare-Index
Automaticallymaintainsindexesfor
performanceandreporting
An administrator maintains the
organization and operators.
Process Commander can access
an LDAP repository for user
authentication.
Through CSS styles, developers
may customize the appearance
of the application.
Alternatively, users may access
the application from an external
portal using JSR-94, JSP or
ASP.
Flow rules present a business process
using easy-to-learn shapes and notation.
Flows are created and updated with
Microsoft Visio. Shape properties
associate rules with each step in a process.
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Report
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Other resources
Copyright January 2006 Pegasystems Inc. Cambridge MA 02142
News www.pegarules.com
Education Services www.pega.com/ProductsServices/Education/Education.asp
Developer Network pdn.pega.com
Document feedback mailto: docteam@pega.com
Process Commander, with the PegaRULES
engine at its core, drives the principles of work
lifecycle management, known as the Six Rs:
Receive, Route, Report, Research, Respond,
and Resolve.
Together, these deliver Simply Smart BPMin
a single, integrated application.
Blue circles indicate rule
types that may reference
other rules of the same type.
Workbasket
belongs
to a
work group
Flow
Action
Validate
Flow action rules
reference
validate rules
Security rules and data instances
determine which rules a user can
execute and what operations they
can perform on each class of
objects.
Since 1983, Pegasystems has been a pioneer in
rules-based Business Process Management
(BPM) technology, and is now a leader in the
industry.
Pegasystems' patented rules technology allows
companies to aggregate their diverse business
practices and lets business managers rapidly
implement change - across the enterprise and
over the Web.
Business rules are the practices, processes and
procedures that define how your company does
business. They are an important asset that
differentiates enterprises in the marketplace.
A D P
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14
Declarative rule types
Receive
Version qualifies
a RuleSet
Model initializes
multiple properties
List identifies properties
retrieved together
JavaServer Page tags within
source HTML code are converted
at runtime to present property
values.