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Group for Mission

PEGA SUPPORT CENTER

Mission statement

The Pega Support Center builds the human capital of collective knowledge to drive client, partner, and individual developer success. By bringing these people together alongside Pega’s own product developers, support engineers, and other experts, the Pega Support Center provides expertise that is proactive, fast, and multi-dimensional. It is a space where users can tackle project challenges and solve problems together by asking and answering questions, starting and participating in discussions.

Guidelines

Our Pega Support Center Moderators monitor for appropriate content and effective engagement and provide coaching when it’s needed – behind the scenes or in the PSC.

 

Apply basic practices for collaborative work:

  • search for your question in the Support Center first. If you're a beginner, odds are the questions have been asked before.
  • be as detailed as possible with your question. 
  • use a good title. 
  • use simple language. Explain your problem so that all users can understand.
  • supply concrete examples if possible. The clearer the picture of your issue, the better other users can help.
  • mark answers as Accepted Solution where appropriate. It helps future users narrow down what responses to look at.
  • when asking questions, avoid sending Direct Messages to other users. These direct message interactions could be helpful to many users within the Support Center.
  • if you find community-valuable content on the Pega Community authored by an SME in another place, choose to link the content to your post.
  • be honest, respectful, trustworthy and helpful. Honesty yields respect and trust. Respect and trust-worthiness boost your reputation as helpful.
  • be transparent by using your real name and your role. 
  • avoid using slang, which can impede cross-cultural and international communication.
  • answer questions authoritatively and concisely. Avoid cluttering discussions with noise.
  • acknowledge, credit, and vet the content posted by others.

Do not post content that:

  • is objectionable (threatening, obscene, defamatory, discriminatory).
  • is confidential or proprietary information of Pega or any other company or party. Confidential or personal information includes the name of a company (customer account), personal number and email. Explicitly referring to a company by name when you are not an employee of that company is a privacy breach.
  • violates or infringes anyone’s intellectual property rights (including trademark, copyright, privacy, publicity, or other rights).
  • violates any local, state, national or international law.
  • contains marketing materials, advertising, solicitations, software codes, software viruses, worms, malware or that constitutes spam.

 

Frequently Asked Questions

 

Creating a post

How do I write a post?Before you begin, familiarize yourself with the various sections of the screen:
  • Best Practices: Located on the left pane. Use this as your guide to ensure you are successful in receiving helpful replies.
  • Type: There are three post types General, Product, and Pega Academy. Select General when your post doesn’t pertain to a particular product or Pega Academy. Select Product when your post is pertaining to Pega products and/or services. Select Pega Academy when your post is pertaining to Pega Academy.
  • Title: While you create your post title, the system searches previous titles for post that may answer your question.
  • Suggested Content: Suggested content displays previous titles similar to yours. Click a title link to view a snippet of the previous post and if you want to view it in its entirety click the read more link.
  • Body: Enter your question or discussion in this field which allows for 1600 characters. If you have more information to enter, add an attachment.
  • File Attachments: Upload any related attachments. Supported file types: .txt, .pdf, .doc, .docs, .ppt, .pptx, .xls, .xlsx, .jpg, .png, .gif, .zip.
  • Add Tags: This is the taxonomy portion of all posts. This helps to filter content within our search as well as subscriptions. Multiple tags can be added for each of the following sections:
    • Product: *Required if you chose Product Type for your post. Select your Pega Product and version from the drop-down list.
      • If you chose a product tag, you will also be given a field for Support Tags where you can enter Support Request IDs (SRs), Feedback IDs (FDBK-IDs), and Support Article IDs(SAs)
    • Platform Capability: Select the capability that you are referencing in your post.
    • Industry: Select your industry (ex. Government, Education).
    • Role: Select your role (ex. System Architect, Product Owner)

    Do not include any proprietary information within your post, including IP addresses, company information, your contact information, URLs, or screenshots/images with class names.
What are the best practices for creating a post?
  • Make the title as descriptive as possible.
  • Put your post in the right category by choosing appropriate tags.
  • Add an image to support your post where appropriate.
  • If you have supporting artifacts, attach them.
  • @mention others to draw them into the post.
  • Take ownership of your post by responding to replies promptly and thoughtfully.
  • If a reply has answered your question mark it as the Accepted Solution so others will know.
  • Be respectful.
  • Don’t post anything confidential.
What do I do if I reach the character limit in the body field of my post?If you reach the character limit in the body field of your post, you can add an attachment with the remaining information you would like shared. If you are sharing a log file, it is a best practice to attach that as a file instead of adding the content into the body.How do I decide if my post should be a question or a discussion?When deciding between the three post options, keep the following in mind:
  • A question post is used when you want a direct answer to an issue you have encountered. You might be stuck and require help in order to proceed.
  • A discussion post is used when you want to discuss best practices. These posts will not necessarily result in an answer to a particular question but instead will spark dialog between participants.
What is the difference between a product question, general question and Pega Academy question?There are three post types General, Product, and Pega Academy. Select General when your post doesn’t pertain to a particular product or Pega Academy. Select Product when your post is pertaining to Pega products and/or services. Select Pega Academy when your post is pertaining to Pega Academy.What do I do if I was told to post my question via my support request?Create your post and enter as much information as possible to match your Support Request, including your product version. Add screenshots/images or attach log/tracer files and enter your Support Request number in the Support Tags field.What file types can I attach to a post or reply?Supported file types are: .txt, .pdf, .doc, .docs, .ppt, .pptx, .xls, .xlsx, .jpg, .png, .gif, and .zip. Files must be less than 256 MB.

 

Replying

How do I reply to a post?To reply to a post, click the blue Reply button at the bottom of the initial Question, Discussion, or Idea.
Clicking Reply opens the text editor where you can type in your reply. You can also format your reply using the formatting header. Inserting tables, hyperlinks and images are supported within this box. If you want to add more than the allotted 1600 characters, attach a file using our File Attachments feature.
When you are ready to publish your reply, click Post Your Reply. If you change your mind, click Cancel to navigate back to the top of the post.
How do I respond to a specific reply? If a reply has already been made on a thread, you have the ability to reply directly to that specific user by clicking Reply located next to the I found this helpful button.
Clicking Reply opens a text editor with a formatting header to customize your text. Inserting tables, hyperlinks and images are supported within this box. If you want to add more than the allotted 1600 characters, attach a file using our File Attachments feature.
When you are ready to publish your reply, click Post Your Reply. By replying with this button, you are replying inline to that specific person's reply and creating your own thread within a post.
What does it mean if a post has been archived? When a post has been archived, users can no longer reply to the thread. Also, the content within the post is no longer updated. You can write a new post to ask the same/similar question or start a discussion. These posts can be easily identified by the lock icon displayed on the search results and at the top of a thread with the word Closed.

 

Post and reply actions

What actions can I take on my posts and replies?The following actions can be taken on the post and replies you have written:Posts
  • Edit
  • Share
  • Delete - Note: A post cannot be deleted if a reply has already been posted.
  • Unsubscribe
  • Add to my favorites
Replies
  • Edit
  • Share
  • Delete - Note: A reply cannot be deleted if a reply has already been posted.
What actions can I take on other user’s posts and replies?The following actions can be taken on other user's post and replies:Posts
  • I also have this question
  • Share
  • Subscribe
  • Add to my favorites
  • Report
Replies
  • Share
  • Report

 

Editing

How do I edit my post?Access your post and click the pencil icon. The authoring screen opens where you can make any necessary changes. When your changes are complete click Ask your Question to save your edits.How do I edit my reply? Access your reply and click the pencil icon. The authoring screen opens where you can make any necessary changes. When your changes are complete click Post your Reply to save your edits.

 

Deleting

How do I delete my post?Located in the bottom right of your post, you can click Delete. A confirmation page displays. Note: Deleting cannot be undone. Once you delete, this information is no longer stored in the Pega Support Center and cannot be retrieved. You can only delete your post if there have been no replies.How do I delete my reply? Located on the bottom right of your reply, click Delete. A confirmation page displays. Note: Deleting cannot be undone. Once you delete, this information is no longer stored in the Pega Support Center and cannot be retrieved. You can only delete your reply if there have been no replies to your reply.

 

Reporting

How do I contact a moderator? Click Contact a Moderator or email the PSC Moderators.If I find a post that is offensive or inappropriate what do I do?All posts and replies within the PSC can be reported to the moderators for review.
To report a post or reply:
  1. Click Report.
  2. Choose the reason for reporting.
A notification is sent to the moderators for the next steps.
What happens when my post or reply is reported?When your content is reported, it is hidden from view, and sent to the moderators for review.What does it mean when my post is under review?If you have received an email and/or Unpublished/Under Review page, your content is currently being reviewed by a moderator. The moderator will contact you if more information is needed and/or next steps.

 

My content

Is there a place I can see all my posts/replies?The My Community Activity screen is where you can view all your created posts/replies, favorited posts, and subscribed to posts.

 

Notifications

How do I set my notification preferences?Visit the Notifications FAQ page to learn how to set up your notification preferences.
How do I get notified when a new patch release is available?The best way to stay current with new patch release availability is to create a tag set to enable email notifications. From Hello [username]>My Profile>My Notifications> Notification Settings>Create tag set>Discussions and select the Patch Release Forum tag. For more information visit the Notifications FAQ page to learn how to set up your notification preferences.

 

My profile

How do I update my profile?Access your profile from the Hello [username] drop-down menu in the upper-right corner of the page.

 

My messages

How do I send a user a direct message?The PSC utilizes the My Pega direct messaging functionality. Watch the video below for details.

 

Learn more about MyPega tools

Visit the MyPega page to discover additional tools and capabilities for Support Center.

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