Moving to Pega7

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

Modern UI with Pega 7

100 sections

Modern CSS-driven Layouts

• Flexibility

• Cost Effective

• Usable

• Easy to Maintain

Responsiveness

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.

• 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

• 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

• 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

Smart Shapes Simplify Common Processes

• 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

Case Lifecycle Management

• 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

Analytics-Powered Decisioning:BUSINESS USERS DIRECTLY CONFIGURE MODELS

• 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

• Redesigned Designer Studio

• Improved Guardrail Reports

• Pega Live Data

• Zero-Disruption Architecture

Improved Development Time

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

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

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

PegaWORLD Audience Survey Results

65 Attendees

Primary reason to upgrade

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

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

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

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

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)

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

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

Next Steps

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https://pdn.pega.com/upgrade-center