SKILL

LESSON

Viewing the data model

Visualizing data with the Integration Designer

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Overview
The data model defines the types of
information and relationships between the
data in the application. Application developers
can view the relationships between data
objects to gain insight into the structure of the
data model.

This lesson covers:

• The data model
• Viewing the data model
• The Integration Designer
• View integration landscape
• Relationships between data objects, cases,
and systems of record
• Navigating the Integration Designer

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Data Modeling
Use Case
• The data model brings Single Record Multiple Record Multiple Record

information into your

application in a format that
makes sense for a business.
Multiple
Record
• Data modeling allows
– viewing data and case type
relationships.
Multiple Record
– creating new data types.
– updating data type records.

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Data Records
Definition

• Applications often require access

to data that is used to process
cases but is not directly part of
the application.
• Data records define permissible
values, limiting input values to
reduce errors.

In this example, a UI control is being used to return a list of

data records for the user to select one to populate the field.
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Data Records versus Case records
Description
• Data records • Case records
– Represents key business entities (e.g. – Represents business transactions (e.g.
Customers) Assistance Request)
– Contain all the fields necessary to describe – Contains all the fields necessary to describe
it it
– Identifier – Customer (who needs assistance)
– Name (Identifier, Name, Address, Date of
– Address Creation, etc)
– Date of creation – Location of vehicle (address, city, state)
– And more – Type of vehicle (make, model, year, color)

Case type is a template of the business process

Data object is a template of the data that will be
which captures the data that is stored as a case
stored as a data record.
record.

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Local data storage and External data sources
Description
• Local data storage • External data sources
– pyGUID – Globally unique ID created by – Retrieve records from an external database
default when created in App Studio or web service.
– Stored locally in a database table in Pega. – Configured using data pages.
Adding records in AppStudio or DevStudio
creates a record in the mapped local
database table in Pega. Deleting records
removes them from the database table.

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Data objects and
integrations

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The integration designer
Definition

• Comprehensive view
• Displays data objects,
case types and data
types.
• Create data objects
• Access data objects
• Update data objects

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The integration designer
Implementation

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The data model
Definition
• Helps understanding the relationships
among case types, data objects, and
properties in an application. To model
data, you need the following components:
• Data objects
– Categories of data that have fields, field
mappings, and connections to data sources.

• Fields
– Properties that store and format the data in
your application.

• Data sources
– Resources, which can be real or simulated, that
host the data.

• Field mappings
– Logic that links or transforms the fields in a
data source to the fields in an application.

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View the data model
Navigation

App Studio > Data > View

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View integration map
Navigation
• AppStudio > Data > View
• Use the interactive
integration landscape to
understand the relationships
between data and data types
and systems of record.

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Integration map
Implementation

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Application and internal system of record
Implementation

Application and internal system of record

• The left portion of the diagram displays the
application and internal system of record that is
connected to the data objects in your application.
• For example, Insurance application is the application.

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Data objects
Implementation

Data objects
• The center of the diagram
displays the data objects in
your application. Click a data
object to display the Data
model tab of the Data Designer.
• For example, Address, Car,
Client and Person are data
objects.

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Connections to systems of record
Implementation

Connections to systems of record

• The connecting lines indicate which
system of record sources which data
object. The thickness of each line
indicates the number of data pages that
are sourced from that system of record.

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External systems of record
Implementation

External systems of record

• The right portion of the diagram displays the external
systems of record that are connected to the data objects in
your application. The number on each system of record
indicates the number of data objects sourced from that
system of record.
• For example, the Car data object references the
VehicleDetailsAPI external system of record.
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Simulated data views
Implementation

Simulated Data Views

• When a Data Page uses a
simulated data source, the
Data Object will have a red
background. The Data Page
with simulated data source
will be indicated as well.
• For example, the List Person
by Person ID data view for
the Person data object uses
a simulated data source.

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Data objects
Implementation

Data objects
• Each row represents a data object, also referred to as a data type,
that defines and holds data for the application. Click a data object
to display the Data model tab of the Data Designer.
• For example, Address, Car, Client and Person.

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Data Pages/Views
Implementation

Data views (are Data Pages)

• Each data object may have one or
more data pages. Each data page
represents an instance of how your
application is using the data. Click a
data view to display the Data pages
tab of the Data Designer.
• For example, the Address data object
is used in two data pages.

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Referenced by
Implementation

Referenced by
• The Referenced By column
displays the case types and
data objects that reference the
data object.
• For example, the Client
reference the Car Insurance.

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System of record
Implementation

System of record
• The Systems of record column shows the system
or systems of record the data object uses. A
system of record is an internal or external system
that sources the data. The systems of record
referenced in the application are also displayed at
the top of the Integration Designer landing page.
• For example, the VehicleDetailsAPI system of
record sources the Car data object.
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Action menu
Implementation

Actions menu
Delete data objects from the Actions menu.

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 Visual data model
Implementation

Visual Data Model

• Access the Visual Data Model from
the View data model link.

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Search data model
Implementation

Visual Data Model

• Access the Visual Data Model from
the View data model link.

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View entities in your data model
Implementation

View entities in your data model

• From the left pane, you can view
the case types and data objects,
as well as the fields associated
with each.
• For example, if you select the Car
Insurance case type in the left
pane, the fields associated with
the Car Insurance case type are
displayed.

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Open the data model
Implementation

Open the data model

• Click Open to open the data model for a case or data type.
• For example, if the Car Insurance case type is selected,
clicking Open displays the Data model tab of the Car
Insurance case type.

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Add a field
Implementation

Add a field
• Click the Plus icon to add a
field or data reference to a
case type or data object.
• For example, if the Car
Insurance case type is
selected, clicking
the Plus icon adds a field to
the Car Insurance case type.

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Edit or delete a field
Implementation

Edit or delete a field

• Hover over a field and click
the Gear icon to edit a field. Click
the Trash icon to delete a field.
The icons are grayed out if the
option is unavailable. For example,
you cannot edit or delete system
fields like Case ID and Case status.

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View case type data objects
Implementation

View case type data objects

• Select a case type in the diagram to view
the data objects and case types that the
selected case type references. Cases are
indicated with a case icon, data
relationship are indicated with a single-
line icon, and data relationship lists are
indicated with a three-line icon.
• For example, the Car Insurance case type
references the Client data type.

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View the relationships among entities
Implementation

View the relationships among entities

• The diagram displays the relationships among the case types and data
objects in your application using arrows. Case types are indicated with a case
icon.
• For example, the Car Insurance case references the Client data.

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Schematics

Data Objects and Integrations Integration

Design Layer Integration Map
Designer
Data Model
Case Type
Data Objects

Case Type Data Type Data Page

Rules Layer
Class Class Connector Report
Definition
Data Transform
Property Property Activity

Java HTML CSS XML JavaScript JSP

11001010101110001
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Best Practices
• Reuse data objects by promoting a built-on data object or copying the assets from a standard Data-
class.
• If your data source is unavailable, connect your data objects to simulated data in local storage.
• Repurpose data views instead of creating new ones when your system of record changes.
• Update data sources created in App Studio in Dev Studio only when necessary because some
changes made in Dev Studio make the rules un-editable in App Studio.
• Actively remove the data objects and fields that you do not use.
• Provide transformations to automate post-import changes to your data.
• Maintain separate environments for development, staging, production, and testing.
• Save import settings as a template to avoid manually mapping fields during future data imports.

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Skill Mastery

Understand:
– the data model
– the relationships between data
objects, cases, and systems of
record
– how to view the data model
– the Integration Designer
– how to view the integration
landscape
– navigating the Integration Designer

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 LAB

Creating a data relationship

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