Chapter 05
Your workshop
Nobody cooks in an empty room. Before the button, a few tools. Most of this is checking what you already have, and it takes ten minutes.
Pega 24 – 26
The idea
Your laptop becomes a small factory.
A custom component is built on your own computer, using free tools, and only at the very end sent to a Pega server. So the first job is making sure your laptop has the tools. Three of them do most of the work:
Node.jsA program that runs JavaScript outside the browser. Every build tool in this story runs on it. runs the tools. npmNode Package Manager. Downloads the libraries a project depends on and runs its shortcut commands. fetches the libraries and runs the project's commands. GitRecords every change to your files, so you can undo mistakes and share work with a team. keeps a history of your work.
Before anything
What you need, and why.
Seven things, explained from zero. Open each card for what it is, why this guide needs it, how to check you have it, and the mistake people make. Nothing is assumed.
- What it is
- A window where you type instructions instead of clicking. PowerShell or Git Bash on Windows, Terminal on macOS, any shell on Linux. VS Code has one built in.
- Why you need it
- Every build step in this guide is a command: install, create, preview, test, publish.
- How to check
- Open it and type: pwd (Git Bash, macOS, Linux) or Get-Location (PowerShell). A folder path comes back.
- Common trap
- Commands run in the folder the terminal is currently in. If something says "file not found", check you are inside the project folder first.
Start from zero
Install your toolkit.
Three free programs: Git (on Windows it includes Git Bash, a friendly terminal), Node.js and VS Code, the editor. Pick your system and follow along.
0 of 3 installed
Keeps a history of your files and fetches the team project. On Windows the installer also gives you Git Bash, a friendly terminal.
Installwinget install --id Git.Git -eCheckgit --versionPrefer an installer? Download from git-scm.com/install/windows ↗
In the installer, accept the defaults. That includes Git Bash.
Then, in order
- Open the project folder in VS Code
code . - Open its built-in terminal
Ctrl+` (backtick) - Install the project libraries
npm ci
Commands use each system's standard package manager (winget, Homebrew, apt). Close and reopen your terminal after installing so it can find the new tools.
Warm up
Practice the terminal.
A terminal is a text box where you type instructions. Nothing here can break anything, so try a few.
Type a command, or press a button below.
Check
The tools, ticked off.
Open a terminal (PowerShell, Terminal, or the one inside your editor) and run each command. Tick the tool when you see the expected answer.
0 of 5 ready
Node.js 24
Runs the builder, Storybook and the tests. The repo pins it in a file called .nvmrc.
$ node -vYou should seev24 or newer (tested on 24.22.x for Pega 26.1; Node 20.x for Pega 24/25). Node 26 works after one sign-in fix: see Troubleshooting.
nvm use # switches to the version in .nvmrc, if you use nvm or fnm
npm 10 or newer
Downloads every library the project needs. It arrives with Node 24.
$ npm -vYou should see10.x or 11.x (tested on npm 11.19.x for Pega 26.1; npm 10.x for Pega 24/25)
Git 2.30 or newer
Fetches the project and records your changes.
$ git --versionYou should seegit version 2.30 or higher
A code editor
VS Code is a good fit: the project ships shared editor settings for it. Optional.
$ code --versionYou should seeany version prints a number (skip if you use another editor)
A Pega server and sign-in details
You publish to a real server. Ask your Pega administrator for the server address and an OAuth client. The next chapter explains each value.
You should seea server URL ending in /prweb/, a client ID and a client secret
Get going
Get the project, and install it.
Most teams keep all their components in one shared project (a Git repository). Ask for its address, then copy it to your machine and install what it needs:
git clone <your-repository-url>cd <the-project-folder> nvm use # optional: switch to the Node version in .nvmrcnpm ci # install the exact versions listed in package-lock.jsonnpm ci is the careful cousin of npm install: it installs exactly what the project's lock file says and nothing newer, so everyone on the team gets identical tools. It may take a few minutes the first time.
One choice that matters
Match the builder to your Pega.
The builder is the tool that creates and publishes components, and it comes in one flavour per Pega release. The rule of thumb is simple: use the builder that matches the server you publish to.
Use these tools
- Builder tag
- release-26.1
- Builder version
- 26.1.11
- cosmos-react
- 9.29.0
- typedefs
- 5.1.1
Publishing ruleThe ruleset version you publish to must already exist in your application.
Tool versions come from npm release tags; the ruleset rules come from the project's setup notes.
Orientation
The project, from the root.
After npm ci the project folder holds a lot of files. Most are plumbing. Pick a group to see what each file is and whether you should ever touch it.
Tools ready, project installed. The next move is the one that trips most people up: telling your laptop how to reach the Pega server, and proving it is allowed to.
Your turn
Questions and comments
Stuck on something, or have a thought? Write it here. To talk about one part, use the Comment button under that section's heading.