Friday, October 11, 2019

Creating REST Service and REST Connector - Create A New Application

If you would like some help on creating a new application and test users, this and the following chapters would be useful to you.

Note: If you are an experience Pega user, you can just skip the groundwork section and jump straight to the REST Service section itself.


Login as a user who has the rights to create application, e.g. administrator@pega.com (default pwd is install). Click on the following menu item: Application:XXX > New Application
 
Figure 2: Creating a New Application

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Note: Don’t worry about the “PegaRULES” on the right side of the “Application:” as shown in the diagram. By default, that shows the application that you are currently in, which does not really matter when you are just creating a new application.






In the form that opens, click on the “Custom” as shown below:
 
Figure 3: Creating a Custom Application

Click on the “Use this application type” to proceed.
 
Figure 4: Confirming the Application Type

For the primary device, select “Responsive” as shown below:
 
Figure 5: Selecting Responsive as the Primary Device

For the colour scheme, just choose the “Default”.
 
Figure 6: Selecting the Default Colour Scheme

Name your application as: “DBRest”, followed by clicking on the “Advanced configuration” link.

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Note: The following diagram shows the “ExpXLS” application as an example, you should name it according to the name given above.



 
Figure 7: Sample of Application Name Screen for ExpXLS Application

In the “Advanced configuration” dialog shown below, ensure the following:
·       Application structure: Implementation
·       Application id: DBRest
·        Organization name: DB
·       Application: DBRest
The following is an example of the configuration.
Figure 8: Sample of Advanced Configuration for ExpXLS Application

Click on the Save button to continue.
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Note: If you are a new user of Pega, please follow exactly as above to avoid any problems (in this case, please use “DBRest”). The details of these settings are out of the scope of this book.





You will now be brought back to the “Name your application” page, as shown below. Click on the “Create application” to create it.
 
Figure 9: Example of Creating the ExpXLS Application

Once your application had been created, you will see the following confirmation:
 
Figure 10: Example for the Confirmation of ExpXLS Application Creation

At this point, you could create new users by entering the name or email address. However, we shall not do it this way as it had assumed that many settings are already configured in the existing system, such as existing users, email server settings, etc.

Therefore, let’s just click on the “Done” button to close this dialog box.
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Note: In earlier versions of Pega, sample users are created. This is no longer the case in Pega 7.4.



To validate that your application is created, click on the “Records Explorer(1)”, in the opened menu, under the “Application Definition”, click the “Application(2)”. You will now be able to see your newly created application on the right as shown below. 
 
Figure 11: Example of Validating that ExpXLS Application Is Created

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Note: Just a reminder, the screenshot above shows that of  ExpXLS Application. You should validate that the application name that you created exists, in this case, it is “DBRest”.





Apart from the application, you should also validate that your Access Groups are also created. In the “Records Explorer(1)”, under “Security(2)”, click the “Access Group(3)” menu item as shown below:
Figure 12: Example of Validating that ExpXLS Access Groups Are Created
 
You should see 4 Access Groups  related to your application being created. The above is an example for the ExpXLS application.
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Note: In our case, you should be looking for those starting with “DBRest:”.







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