Presentation Title Presentation Title Second Line

AuthorTitle

Rik Bosman - Business Architect, RabobankRalph van de Rijt - Delivery Manager, RabobankElton Janssen - Lead System Architect, PegaTom Gardam - Senior Dir. of Engineering, Customer Success, PegaDhevendra Earva - Architect, Customer Success, Pega

DevOps Track: Upgrade to Pega 7

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Session Outline• Case Study: Rabobank SAM upgrade• Pega Upgrade Best Practices & Tools• Q&A

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Our Speakers

Rik BosmanRabobankBusiness Architect

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Ralph van de RijtRabobankDelivery Manager

Elton JanssenPegaLead System Architect

Tom GardamPegaSenior Director of Engineering, Customer Success

Dhevendra EarvaPega Architect, Customer Success

RABOBANK JOURNEY TO PEGA 7

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Agenda1. Strategy and Architecture (Rik Bosman)

- About the Rabobank- Business Vision- Rabobank Financing IT Landscape- Drivers for the upgrade

2. Planning & Execution (Ralph van de Rijt)- Who does the upgrade- Pro’s and cons- Intake - Planning & Roadmap

3.Upgrade Approach (Elton Janssen)- Roadmap / Parallel Development- Approach, “Golden” copy- Screenshots (old vs. new)

4. After the Upgrade- Upgrade satisfaction- Do’s & Don’ts

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1. Strategy & Architecture

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About the Rabobank

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Products: Mortgages(2016)PaymentsConsumer Loans

Business Vision

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Vision: Customer Focussed

Special Asset Management

Proces:1 generic proces, both for member banksand the SCF

1 point of contactAttention and involvement

Solution focussed

Customers:Private individuals

System:1 system, SAM both for member banksand the SCF

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Proces support

Cross Channel Sales for

CommmercialLoans(VBF)

Mid-office support

Commercial Loans

Loan and Collateral administrationso.a. SAP Banking Services

Cross Channel Service

Processes forCommmercial

Loans(SBF)

Cross-Channel MortgagesAdministrativeProcesses forCommmercial

Loans(BBF)

Special AsssetManagement

(SAM)

Risk Modelling and scorecards

CRM functionality

Dataware House and

Management Information

Rabobank Financing IT landscape

Private Individuals

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ImprovedBusiness & IT Alignment

More standardizationPrepared forContinuous Delivery

Business Services for SAP and CRMiData Pages and UI

20% costreduction

Realization

Continuity

ReuseNew Features

Case Design

Business Drivers for the upgrade

Improved development paceBetter tooling

2. Planning & Execution

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Who is doing the upgrade

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• Making the choice– Customer led. Do it yourself (with a little help from pega)– Partner led. Letting a third party do the upgrade for you (outsourcing

the upgrade)

Solve some technicaldebt in the proces of

upgrading??

Redo or adjust thecurrent UI

Team transfer frompega 6 to 7

Parallel development and support

$$$$$$$

Engagement trade-offs

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Advantages RisksCustomer ledPerforming theupgrade yourself withhelp from pegaupgrade center

• You have a choice to solve tech debt as itpops up.

• Redoing the UI as you would like• The team will gather pega 7 knowledge

gradually• Pega upgrade center knowledge and

insights during intake phase (fast start)• More control / choices.

• More uncertainty regarding timelines andcosts

• Harder to make the choice on how much technical debit you want to carry forward or replace with new features

Partner ledOutsourcing theupgrade to a thirdparty

• Cost effective• Makes use of standards and collective

knowledge of a wider community• Enables parallell development – no

disruption / resource conflicts with in-flightprojects

• Carrying forward technical debt• Less options for redesign of new Pega7 UI• Manage team transition & maintainence to

pega 7

Intake and Pega FastStart servicePhase Description

Intake Intake of Application into Pega ECS Lab

Perform pre-upgrade in Pega ECS Lab

Report on Findings

Pega FastStart Service Analyze SAM Application

Perform Development Upgrade to Pega 7.1.8

Perform all the Applications (Framework) Upgrade

Perform BIX upgrade

Unit Test CSP Batch Process

Cleanup old rule sets

Unit Test of BIX batch

Provide Route to Live Strategy

Provide Upgrade Estimations

Upgrading Test Environment

2 weeks

4 weeks

Throughput time

Project planning

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Month 1 Month 2 Month 3 Month 4 Month 5

Intake & pega fast start

Creating andupgrading dev

Creating andupgrading UAT

Creating andupgrading PAT

Support pega 6

Productionmigration

Where did all the effort go?

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Techical UI60%40%

3.Upgrade Approach

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Upgrade approach

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• Out of place upgrade– Pega recommended upgrade approach– Least production downtime

• Creation of parallel environments– Continuation of production support in Pega6

• Creation of runbook which evolves through the entire upgrade lifecycle

Roadmap / Parallel development

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Pega7 Intake Copy Pega6 Upgrade Fixing

application

Regression 1 on new

TEST Retrofit from 6

Regression 2 on new

TEST

Chain/LST Test

GO Live in PROD

Pega6 SKIM Continue pilot support till the November release

Fixing application and continuation production support

• Test the major functionalities and make sure everything is still working• Refactor UI• Continuation of production support

First regression round • First regression on major functionalities

Retrofitting changes from Pega 6 • Changes that were made during continuation of production support were retrofitted

Second regression round and LST • A second regression round is planned to test the changes that were taken from Pega6 during the retrofit

Go Live • Plan your go live moment

Action Remarks

Skim, copy and upgrade • Major version skim of all rulesets. • Copy Pega6 schema to new database. Used as input for the upgrade script.• Perform the upgrade on a new development environment

Intake • Pega upgrade center does an intake based on a copy of our DB

Upgrading your UI

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• Prepare your team for UI changes– Have “UI configuration” enablement sessions

• Investigate the new UI features in Pega7• Explain to your team how to restyle a section from Pega6 to Pega7• Update deprecated controls button• Update smart layouts to dynamic layouts• Remove any custom UI

• Business envolvement

SAM Pega 6 vs SAM Pega 7 (Dossier 360 view)

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SAM Pega 6 vs SAM Pega 7 (Dossier 360 view)

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SAM Pega 6 vs SAM Pega 7 (Case view)

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SAM Pega 6 vs SAM Pega 7 (Case view)

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4. After the upgrade

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Upgrade satisfaction

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User Interface • The user interface of the application is more clear to users, more structured and more state-of-the-art. • The new user interface designs are much easier in communication with the business stakeholders.• More OOTB components are used, such as references to the recent cases and the notes functionality.

The case flow is visual on the screen.

Case Design• The new case design tool helps the analyst and business in structuring their thoughts.• It can be used both iteratively and visual, where the “Run” button allows immediate execution and

evaluation of the flow which is under construction. • Using the tool in collaboration with the business, improves business and IT alignment.

Development experience• Since our migration to Pega 7.1 we started the design the so-called Application Services, based on the

Pega’s Data Pages feature. • Now that our Pega landscape has a common foundation, based on Pega 7.1, more reuse across

Rabobank’s pega projects is possible.• The stage design is a very good starting point to find the implementation of the created functionality. It

allows for easy down-drilling to the process details.

Do’s & dont’s

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• Convince stakeholders of the benefit of upgrading• Plan, Plan, Plan• Plan the delivery of your environments• Dedicated team in one location• Don’t forget to test the migration of your inflight cases (issues

may arise from this)• Make sure to create a runbook• Involve end users as soon as possible and get there feedback

on the UI changes. Get their support!

PEGA UPGRADE BEST PRACTICES & TOOLS

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What’s driving the need to upgrade ?• Compelling industry events

– Security, security, security

– IE8 & IE9 retired in Jan 2016

– PRPC 5.x & 6.x are not supportable on IE11

• Industry trends & Pega7 benefits

– Co-browse, Mobility, Chat, NBA

– Standardized modern UI

– Fast efficient user & developer experience

– Pega 7.2 = Cloud native platform

Upgrade Vs Rebuild

• It’s OK to rebuild Pega with Pega

• Don’t carry old debt

• Upgrade the business not just the software

• Chordiant mash-up provides gradual transition

2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016

PegaWORKS

PRPC 6.xPRPC 5.x

PRPC 4.x

Chordiant Products

REBUILD UPGRADE UPDATECHECK

The 1990’s in 2016!

• After lots of hacking, this will “almost” work• The UI is a bit of a challenge• Makes for an interesting support case !

Upgrade or Rebuild – Heat Map

Other Factors

• Black Box = common combos

• Platform 1st built on

• Guardrails / Custom Code

• Business process complexity

• Application Integration

• Work Data volume

Levels of UpgradeTolerance

• Infrastructure Upgrade

• Pega platform and strategic

apps upgraded to latest v7

• Applications retrofitted

• Cross-browser development

environment

• Split schema and better

performance

• Parallel development ability

• Ready for HTML5 conversion

• Dev / Test baseline

• Not suitable for Production

Compliance

• Full cross-browser support

• Standards Mode

• Replace deprecated controls• Refit end-user portals

• Reusable effort• Partial Accessibility

• Can go to production

• Application maintenance is easy

Enhancement• Federated case management

• Stage-based case management

• Mobile readiness

• Decisioning and Analytics

• Social integration

• Upgrade business functionality

• Responsive UI conversion

• Next-gen UI capabilities

• Mobile Ready

• Full Accessibility

Level 1 Level 2

How to Estimate your upgrade?

• Development Efforts

• Infrastructure Efforts

• Regression Testing

• Route to Live Efforts

• Performance/UAT Testing Efforts

LIVE DEMO

Upgrade Estimation Tool

Pega 7 Platform Upgrade

Pega Applications/ Industry Solutions Upgrade

Productivity Solutions Upgrade

Pega7 Upgrade Process

Recommended Upgrade Approach

PRPC 6.x Temporary DB

PRPC 6.x Upgrade WindowPega7 App Up &

RunningMulti Channel Support

“Out-of-Place” Upgrade (Split Schema)

User Interface Impact Areas

Work Area

DeprecatedControls

Embedded List View

Custom HTML

Fixed Portals

Custom Controls

Deprecated layouts

Pega 7 Platform Upgrade

Pega Applications/ Industry Solutions Upgrade

Productivity Solutions Upgrade

Pega7 Upgrade Process

“Before” Upgrade - CPMNamed Pages

Intent Tasks

Suggested Offers

Customer 360

Interaction Tabs

“After” Upgrade - Customer Service

Next Best Action

Suggested Tasks

Customer 360

Social Portal

Pega 7 Platform Upgrade

Pega Applications/ Industry Solutions Upgrade

Productivity Solutions Upgrade

Pega7 Upgrade Process

Productivity Solutions Upgrade

• Business Intelligence Exchange (BIX)

• Pega Predictive Diagnostic Cloud (PDC)

• Accessibility Framework

• Pega Web Mashup (IAC)

• Project Management Framework (PMF)

• Autonomic Event Services (AES)

Pega 7 Platform Upgrade

Pega Applications/ Industry Solutions Upgrade

Productivity Solutions Upgrade

Pega7 Upgrade Process

Route to Live

PegaRULES

PegaDATA

QA

PegaRULES

PegaDATA

Pre Prod

PegaRULES

PegaDATA

Production

Pega 6 Route to Live

PegaRULES

QA

PegaRULES

Pre Prod

PegaRULES

Production

Development

PegaRULES

PegaDATA

Dev

PegaRULES

Golden Copy of Rules Schema

R-A-P for Upgrade issues/defect fixes

Route to Live Strategy (Lift & Shift Approach)

Clone 6.x QA schema as PegaDATA schemaMove Golden

Copy of Rules Schema

Import R-A-P of upgrade fixes

Data Only Upgrade/Framework Import

Data Only Upgrade/Framework Import

Data Only Upgrade/Framework ImportPegaDATA

Move Golden Copy of Rules Schema

Import R-A-P of upgrade fixes

Move Golden Copy of Rules Schema

Import R-A-P of upgrade fixes

Clone 6.x Pre Prod schema as PegaDATA schema

Note: Take a backup of Production & Delegation rules before Data upgrade and reimport them after upgrade

Simplifying Upgrade Process – Tools and Utilities

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Planning & Estimation Tools

• Upgrade Effort Estimator• Pre-Upgrade Environment

Scanner

• Data Migration Helper

System Management Tools UI Upgrade Tools

• Bulk Revalidate & Save

• Upgrading Custom Work Tables

• List view / Summary View to Report Definition

• Overridden Rule Report

• Schema / Table Hardcoding Report

• Bulk Upgrade of UI Rules• Freeform to Dynamic layout

conversion

• Inline Styles Report

• Embedded List view to Repeating Grid conversion

Note: These are community Tools developed by Pega ECS but not officially supported

Stay Current - Pega 7 Updates• 2-3 months interval• Packaged into new Distribution Kit (Update Kit)• Contains fixes and new features• Zero downtime updates with High Availability• Consider Updating Pega Applications

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https://pdn.pega.com/upgrade-centerDigital Community

Test Drive Pega 7Sign-up a for free trial at pega.com/platform-trial

QUESTIONS &

ANSWERS

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