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Configuring application rulesets

2 Tasks

20 mins

Visible to all users
Beginner Pega Platform 8.2 English


The Human Resources (HR) department requests the ability to update rules that describe department and company policies in the HRApps application.

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

Role Operator ID Password
Senior System Architect SSA@TGB rules

Your assignment

Add the HRDelegatedRules ruleset to the HRApps application as a production ruleset to support the delegation of rules to the HR department for maintenance.

Due to security restrictions in the online multi-tenant exercise environment, users are unable to update access group records. Other exercise environments may allow edits to the access group record. As a workaround to this limitation, an alternate access group has been staged in the exercise environment. This alternate access group is configured with the HRDelegatedRules:01-01 ruleset as a production ruleset. In this exercise, switch to the alternate access group.
In this exercise, you confirm access to the production ruleset for one access group. For an application in a production environment, you must update each access group to reference the production ruleset.

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 Configure Application Rulesets

Follow these steps to add rulesets to an application rule.

  1. In Dev Studio, click HR Apps > Switch Application > HRApps (Administrators access group with delegation ruleset) to switch applications to the HRApps application configured with a delegation ruleset.

  2. From the Application menu, click HR Apps > Definition.

    Application Button
  3. At the bottom of the Definition page, expand the Advanced section and add the HRDelegatedRules:01-01 ruleset to the Production rulesets (customization) section.

    Production Ruleset
  4. In the lower-left corner, click the user icon > Access group to open the Access group to which SSA@TGB belongs. The Edit Access Group form is displayed.

    Access Group
    Rulesets added to the Production rulesets list require that specific access be granted through the access group.
    A severe guardrail warning is generated because the preconfigured access group references a production ruleset that is undefined in the application. Adding the production ruleset to the application resolves the warning, but exercise system limitations may prevent you from saving the access group to resolve the warning. For this exercise, disregard the warning.
  5. On the Advanced tab on the Edit Access Group form, verify the HRDelegatedRules:01-01 ruleset is configured in the Production Rulesets list.


Add Production button

2 Confirm your work

  1. Open the operator profile for SSA@TGB.

  2. Confirm that the HRDelegatedRules ruleset is available in the Rulesets list.

    Verify rule
  3. Switch back to the HRApps (Administrators for the HRApps application) application.

    Switching applications moves you back to the original access group that does not include the production ruleset.
  4. Open the operator profile for SSA@TGB to confirm the production ruleset is unavailable in the Rulesets list.

    Verify 2

If you are having problems with your training, contact Pega Academy technical support.

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