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Challenge

Creating a new application ruleset

3 Tasks

10 mins

Pega Platform 8.5
Visible to all users
Intermediate Pega Platform 8.5 Installation and Deployment English

Scenario

Your manager wants to preserve the initial starting version of the HRApps application before developers begin configuring application functionality. To ensure the initial versions of the application Rulesets are preserved unchanged, your manager requests that you create new application Rulesets for this development cycle.

Increment the application Rulesets for the HRApps application to 01-01-02 versions.

Caution: When you complete this exercise, you lock the 01-01-01 version of each application Ruleset. You cannot modify rules contained in a locked Ruleset version. To modify a rule after you lock the 01-01-01 Ruleset version, open the rule and save a copy of it into the unlocked 01-01-02 version of the Ruleset.

The following table provides the credentials you need to complete the exercise.

Role User name Password
Senior System Architect SSA@TGB rules
Note: Your practice environment may support the completion of multiple challenges. As a result, the configuration shown in the challenge walkthrough may not match your environment exactly.

Challenge Walkthrough

You must initiate your own Pega instance to complete this Challenge.

Initialization may take up to 5 minutes so please be patient.

Detailed Tasks

1 Create new application ruleset

  1. In Dev Studio, click Configure > Application > Structure > RuleSet Stack to open the RuleSet stack tab of the Application Structure landing page.
  2. Verify that there are no checked-out rules for the RuleSets; check in any rules before proceeding.
  3. Click Lock & Roll to open the Lock & Roll window to increment the application and the application RuleSets.

    Verify Checked Out Rules
  4. In the Lock & Roll window, select all application RuleSets to be locked.

  5. For each selected Ruleset, in the Password field, enter password to lock the RuleSet.

  6. Select Roll for all application RuleSets.

  7. For each selected RuleSet, in the Roll to Version field, enter 01-01-02.

  8. Update the Description to the new version.

  9. Select Update my Application to include the new RuleSet Versions.

    Note: If the application record references only the major and minor version of a RuleSet, then the system automatically uses the new patch version. If the application explicitly references the patch version of the RuleSet, then the developer must update the application record or create a new application version.
  10. Click Run to lock the current RuleSet versions and update your current application rule to reflect the new RuleSet versions.

    creating-new-application-rulesets

 

2 Update the access group design time configuration setting

  1. In the Records Explorer, click Security > Access Group to access the list of all system access groups.
  2. Filter the list by Access Group Name to include only HRApps access groups.
  3. Open the HRApps:Administrators access group.
  4. Click the Advanced tab.
    HRApps-access-groups
  5. In the Version field, enter 01-01-02
    access-group-design-time-config
  6. Click Save.
  7. Repeat steps 4-6 to update the version for the HRApps:Authors access group.
    Note: In a real-world application, you continue to update all of the access groups for the designated ruleset.

3 Confirm your work

  1. Close the Lock & Roll window to return to the RuleSet Stack tab.
  2. On the top banner, click Refresh to update the updated RuleSets displayed for the current HRApps:01.01.01 application.
    Check Updated Rulesets
Note: The number of rules for the RuleSets has increased by 1.


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