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Pega - System Architect Essentials

This course is for software developers, system architects, and administrators seeking to learn application configuration on the Pega Platform™ with a desire to become a Pega Certified System Architect.

Delivery team members use these principles to plan, build and deliver business applications faster and more accurately for maximum business value. You learn how to perform the most core application skills required for your first Pega development project. The exercises in this course are based on Pega Platform 8.

Select specific date to see price, venue and full details.

Learning Objectives

In this course, you will acquire the core skills for application development on the Pega Platform™. This course provides the competence for individuals responsible for:

  • Rapid development and configuring 'Build for Change' capabilities generated by design wizards to create robust, rule-based applications.
  • Configuring rules for the implementation of situational layer cake behaviors supporting micro journeys.
  • Advising, guiding citizen developers and stakeholders on best practices and techniques.
  • Configuring and releasing client requirements using an agile methodology

Course Content

Essential Platform Skills (5 days)

Pega Infinity Overview

  • What is Pega
  • Center-out explained
  • Application architecture
  • Design thinking
  • Case management
  • Express methodology
  • Intelligent virtual assistant
  • Pega studios

Pega Platform

  • Pega infrastructure ethos
  • Relevant records
  • Rule creation and update
  • Class hierarchy
  • Rulesets and branching
  • Debugging

Case Management

  • Case life cycle design
  • Child cases and wait shape
  • Decision points
  • Case approvals
  • Routing work
  • Service level agreement
  • Correspondence

Data Management

  • Properties
  • Viewing data models and managing data objects
  • Data in memory Clipboard
  • Data transforms
  • Activities
  • Services and Connectors
  • Data pages
  • Declare expressions

User Interface and Validation

  • User Interface Introduction
  • Validation

Essential Platform Competencies (4 days)


  • Application access
  • Security policies
  • Release management Dev Ops
  • Inviting users
  • Auditing

Process Modeling

  • Skipping Processes or Stages
  • Optional actions
  • Temporary cases
  • Duplicate search
  • Process design
  • Advanced process design
  • Gathering requirements
  • Authority matrix
  • Agile Workbench and document requirements
  • Integrating with external application

User Interface

  • PDF Screen Capture
  • UI styling
  • Dynamic UI
  • Portal Dashboard
  • Mobile Preview


  • Creating List and View reports
  • Business and process data
  • Report BLOB and results using columns/filters

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