moving to pega7 - pega community to...top 10 reasons to upgrade to pega7 1. modern ui 2....
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Moving to Pega7
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TOP 10 REASONS TO UPGRADE TO PEGA 7
1. Modern UI
2. Responsiveness
3. Mobile Ready
4. Modern Browsers
5. User Efficiency
6. Robust Case Management
7. Decisioning and Analytics
8. Social Integration
9. Improved Development
10. Quality
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Modern UI with Pega 7
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100 sections
Modern CSS-driven Layouts
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• Flexibility
• Cost Effective
• Usable
• Easy to Maintain
Responsiveness
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Omni-Channel UX
• Opens your apps to mobile and social channels
• Consistent, attractive and intuitive user experiences
• “Design once, access anywhere” user interface cuts the time and cost to create today’s multi-channel apps.
• Prepares your app for whatever interface or channel comes next.
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• Ability to quickly build mobile apps
within the model
• Reuse components across
applications
• Integrated mobile testing suite
• Offline capabilities lets people work
when they want
Mobile Ready
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• HTML5 and CSS3 for all new applications
• Upgrade tool for all applications built in prior
versions
• Supports all modern browsers
• Eliminates need to use incomplete IE 8,9,10
compatibility support
Modern Browsers
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• Streamline Process Definition
• Federated Case Management gives greater visibility
across applications
• Reduced Training and Support
• Pega Pulse Social Collaboration
• Better and faster decision making with Predictive
Analytics
User Efficiency
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Smart Shapes Simplify Common Processes
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• Simplifies and automates work
• Improved visibility into the work via reporting
and metrics
• Omni-Channel User Experience
• Ability to integrate with all backend systems to
promote reuse
Robust Case Management
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Case Lifecycle Management
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• Leverage Real-Time and Historic Big Data
• Capture Policies, Rules, and Logic all in 1
system
• Rapid value with Pega 7’s strategic
application offerings
• Integrated predictive models and campaign
visualization/optimization
Decisioning and Analytics
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Analytics-Powered Decisioning:BUSINESS USERS DIRECTLY CONFIGURE MODELS
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• Ability to listen and intercept social media posts
• Use metadata to prioritize and route appropriately
• Respond indirectly or directly to social media posts
• Pega Pulse Social Collaboration
SOCIAL INTEGRATION
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• Redesigned Designer Studio
• Improved Guardrail Reports
• Pega Live Data
• Zero-Disruption Architecture
Improved Development Time
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New Designer Studio
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Live UI
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Deliver High Quality Applications
• Pega Project Management Framework
• Improved Guardrail Reports
• Pega Test Management Framework
• Automated Testing Framework
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PLAN A
PLAN B
• Able to respond and adapt to consumer
experience pressures
• Improved wireframing capabilities to enable
design and development
• Improved code generation and
performance lets you put best foot forward
• Quicker to adopt change – keeping a UI for
“years” is no longer an option
Adaptability
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TOP 10 REASONS TO UPGRADE TO PEGA 7
1. Modern UI
2. Responsiveness
3. Mobile Ready
4. Modern Browsers
5. User Efficiency
6. Robust Case Management
7. Decisioning and Analytics
8. Social Integration
9. Improved Development
10. Quality
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PegaWORLD Audience Survey Results
65 Attendees
Primary reason to upgrade
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Types of Upgrades
Tolerance
• Apps run on Pega7 platform
• Cross browser enabled
• Architectural changes
• Ready for HTML5 conversion
• Dev/Test baseline
Compliance
• Responsive UI conversion
• Crash recovery
• Zero downtime architecture
• New Production baseline
Enhancement
• New Case Management
• Mobile & Social integration
• Decision and Analytics
• Thousands of enhancements
• Upgrade business functionality
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Pre-Upgrade Checklist
�Clean house
�Skim and purge old rules
�Purge and archive work (not essential)
�Identify technical debt
�Guardrails & customizations
�Update dev/test operating platform
�The pega7 standard deployment model
�Backup customizations�Custom jars and configuration files
�Run scripts directly on the database server
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Upgrade Demonstration
• Student Loan application PRPC 6.2 �
• Split the schema
• Run the upgrade jobs
• Review the upgraded app
–Responsive UI
–Cross browser support
–Stage based case management
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Student Loan Application Use Case
Student Applies For Loan
Case Assigned to Finance Manager
Finance Manager Approves/Rejects Loan
Case Assigned to Fund Manager
Fund Manager Completes Payment
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Recommended Upgrade Approach (Dev & Prod)
PRPC 6.x Temporary DB
PRPC 6.x
Upgrade Window
Pega7 App Up &
Running
Multi Channel Support
“Out-of-Place” Upgrade
(Split Schema)
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Upgrade Process
Split Schema Migration
• Copy existing rules to new schema
Rules Upgrade
• Setup Database for Pega7
• Copy in new Pega7 rules
• Convert existing rules Pega7 format
Prepare Database
• Prepare Rules to run on Split schema dB
• Update Triggers, Views, Stored Procedures J
Update System
Data
• Update Operator records, access groups
• Add new table columns
• No customer data affected/touched
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After upgrade capabilities
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The application UI – before/after
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Upgrade FAQs• Can I skip a release to upgrade from PRPC 5.x
application to Pega 7?
– Yes. Pega 7 supports direct upgrades from PRPC 5.x to Pega 7
• I have 1 TB of work objects, what is the impact on Upgrade?
– No Impact. Upgrade process will not touch existing work objects
• What do I do about my existing platform stack?
– Check platform support guide for supported infrastructure for Pega 7
• Do I need to upgrade other Pega Components like AES, BIX?
– Yes, all the OOTB components need to be upgraded
• What are the risks in upgrades – what is likely to break?
– Underlying business processes, application data are unaffected
• UI Conversion process required to leverage new HTML5 responsive UI
– Custom UI controls, deprecated portals, non-guardrail implementation will need to be reviewed
• Time to upgrade – what are typical surprises
– Database intense process – proportional to size of rule-base
– Framework upgrade must be factored in – it's not just the platform
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Next Steps
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https://pdn.pega.com/upgrade-center