Dashboard creation from External Database
Dear Support,
I have a requirement to create a Dashboard ( not the chats etc , just the demographic and salary information) to be populated in Pega Dashboard screen.
the source for the dashboard is from the External database like Oracle or SQL Server.
for this do I need to create any class or Objects in Pega to read the data from external database.
could you please share any document links or material links or creating the dashboards from the external databases. that would be very very helpful.
Thanks,
Vamsi
Accepted Solution
Pegasystems Inc.
US
If you want to display the data in the Tabbed view then you can use the Tab Layout group to implement it, for the sample configuration you can have a look into Designer Studio > User Interface > UI Gallary > Tab layout (view design time configuration)
Pegasystems Inc.
IN
Hi There,
Here we would need to map external DB with class. This should help us to achieve the requirement.
https://docs-previous.pega.com/how-map-external-database-table-class
By using above link you would be able to create required classes and property to populate the Dashboard.
Thanks,
Ujjwal
Capgemini
GB
Hi Ujjwal,
Thank you for the reply and sharing the link.
I would like to understand , How can I create the class , Objects and Dashboard template in Pega ? could you please share the links for these Class creation, Object creation and Dashboard creation.
Thanks,
Vamsi
Capgemini
GB
Hi Ujjwal,
Thank you for your reply.
my requirement is to create a Dashboard with some read only values to be populated in the Pega UI page ( not the graphs and charts ). the source for the Dashboard is Oracle or SQL Server database. our Pega Robotic Automation will update\insert the data in database. here we know how to create the RPA automation and update the database, but we are not sure how to create the Dashboard. I have downloaded the Pega 7 software from PDN, but not sure how to start the Dashboard creation. Please guide what is the start point of creating the Dashboard and what are required to create the Dashboard in Pega 7.
class, objects , case, etc.... not sure. if any of these to be created, please share the tutorials to create. Thank you for your help.
Thanks,
Vamsi
Updated: 13 Feb 2018 4:15 EST
EPAM Systems, Inc.
ES
Hi Vamsi,
To add more, you need not create classes for external tables in the Pega, it's the Data Class Mapping Tool which does for you.
The Data Class Mapping Tool is used to create a new Data class in Pega that has properties that map to the columns of interest in a table of a 3rd party database.
Suppose you have an external class(which is created from third-party tool rather by Pega at the time of installation). There are few fields which need to be filled in the wizard pop-up screen.
Hi Vamsi,
To add more, you need not create classes for external tables in the Pega, it's the Data Class Mapping Tool which does for you.
The Data Class Mapping Tool is used to create a new Data class in Pega that has properties that map to the columns of interest in a table of a 3rd party database.
Suppose you have an external class(which is created from third-party tool rather by Pega at the time of installation). There are few fields which need to be filled in the wizard pop-up screen.
- DataBase Name: <YourExternalDBName> - references a Database rule that would need to be created ahead of time. The DataBase rule contains connection information which would be used for communication between Pega and an external database.
Table Name
Class Name: Wizard will create if for you and provide it as the suggestion.
After running the wizard if you open the definition for this class you can test the connection to the table by clicking the "Test Connection" button at the bottom of the classes definition. Also note it has recorded the primary key for the class and on the External Mapping tab it has saved your mappings. The class has everything it needs to do a lookup to retrieve a single record based on the key as well as send a SQL statement you create, using a reporting rule in the class, to the 3rd party DB. These two techniques are used to populate Datapages so you now have easy access to the data in the 3rd party DB table.
Hope it answers your question, kindly notify by marking as answered.
Capgemini
GB
Hi Asif,
Thank you for the reply. very much useful.
Now I would like to create a sample dashboard and wanted to use the Data Class mapping tool. could you please guide me where can I find the materials to create the sample test dashboard. I downloaded the Pega 7 from PDN, but every where it is asking me to populate the class name and rule. this is show stopper for me. Please guide.
Thanks,
Vamsi
Capgemini
GB
Dear Support,
I have a requirement to create a Dashboard ( not the chats etc , just the demographic and salary information) to be populated in Pega Dashboard screen.
the source for the dashboard is from the External database like Oracle or SQL Server.
I am attaching the sample Dashboard. The details should be populate from the Database properties which I already mapped from external Database MS SQL.
I wanted to create a draft Dashboard like attached screen. could you please share any document links or material links or creating the dashboards. that would be very very helpful.
Thanks,
Vamsi
Pegasystems Inc.
US
Hi Vamsi,
You can create the Harness rule and use sections in it with a tabbed layout to display the tab view and try to launch this harness on click of the Dashboard link in your attachment.
In the section you can display the content in a grid(if list of records to be displayed) by writing the report definition to fetch the records on your external class which is created and source it to your grid.
Hope this explanation might help you to proceed further.
Regards
Mahesh
Capgemini
GB
Hi Mahesh,
Thank you for the explanation.
As I mentioned I am still baby in Pega. could you please share some of the documents links to create the harness and what are the pre-requisite to create the Harness or rules , grids , how to use the external class properties, etc. That would be very useful for us.
I am trying the create the template dashboard in Pega 7.3.1 software which downloaded from PDN. what ever I try to create or navigate in Pega 7.3.1, PegaRULES are show stopper for me. it is not allowing me to select the Radio button. Please find the attachment.
We are creating the use case as per customer demands.
Thanks,
Vamsi
Pegasystems Inc.
US
Hi Vamsi,
- You should create new application as you can't create any rule in the PegaRULES application as explained over here.
- Once you create the application then you can use the admin user which will be created along with your new application to login and password will be rules by default.
- Now you can create the rules which you are looking to create and you should create your external class also in this ruleset which your application is using.
Hope this might help you to proceed further.
You can look into the help documentation for Pega 7.3.1 to know about creation of any rule in the application by searching the rule name.
Regards
Mahesh
Capgemini
GB
Hi Mahesh,
Thanks for your reply.
As you instructed I have created a application, Please find the attached screen shot but not sure was it created correctly or was it created wrong ?
what to do next ?am I used correct ruleset ? but I haven't created any new ruleset for this. where do I need to map my external class , how can I use. very confuse. :)
Thanks,
Vamsi
Pegasystems Inc.
US
If you could have used New Application wizard in the designer studio and provided the necessary details then the application could have created successfully. As per the attachment you had created Underwriting is the application, to access this application you can login into the admin operator which might have been created during the creation of this application. Once you login to the administrator login of this application then you can create the External Class using mapping wizard or you can create the REST connector if your data is exposed through the services like REST/SOAP/..
Capgemini
GB
Hi Mahesh,
I have created an application with in 1 case type and 5 attributes created for the case, now I would like to create a sample portal to fit these 5 properties into the page by using UI component widgets , harness and etc. could you please guide me how to do that and I wanted to create a steps to execute the process.
Thanks,
Vamsi
Pegasystems Inc.
US
You can open your case from the Case Explorer and then try to add the step in the stage, so that a new section will be created in your case. In this section you can display the properties which you want to display.
Capgemini
GB
Mahesh,
Unfortunately I lost here. I would like to create the page like as attached. so please provide the step by step procedure to create the attached Dashboard or report after the case creation.
Accepted Solution
Pegasystems Inc.
US
If you want to display the data in the Tabbed view then you can use the Tab Layout group to implement it, for the sample configuration you can have a look into Designer Studio > User Interface > UI Gallary > Tab layout (view design time configuration)
Capgemini
GB
Hi Mahesh,
Your suggestion worked for me. Thank for that.
I have created the Stage , Step and the Template dashboard. now could you please help me to set the property value in UI form which is coming from REST service. The value of the property is coming from REST service from PEGA RPA with Robot Activity. or guide me how set the property value ?
I tried some possibilities. could not able to do that. could you please provide any suggestions.
Thanks,
Vamsi
Pegasystems Inc.
US
Hi Vamsi,
As your data is coming from REST service via PEGA RPA the external data will be available in your data page(if single page data). Now before loading your Step content you need to set the data of the case properties with the external data. So you can write a data transform to initialize the case properties with the external data and call this data transform in the flow action pre-processing step.
This way you can initialize the case data with your external data retrieved from robot.
Hope this might help you.
Regards
Mahesh