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Challenge

Exporting an application

Exporting an application

2 Tasks

10 mins

Visible to: All users Applies to: Pega Platform '25
Intermediate
System Administration
Installation and Deployment
English

Scenario

Development of the HRApps application is complete. You are asked to migrate the application to a testing system. Quality assurance (QA testers) requires that you provide them with an application archive of the HRApps application. The QA testers will import the application archive on the testing system to test the application ahead of application delivery. Your application contains a Ruleset for delegating Rules in a production environment, which must be kept unlocked.

Use the Application Packaging wizard to create a product Rule for the current version of the HRApps application. Include the product Rule in an unlocked application Ruleset. The product Rule includes:

  • All of the associated Data Types and data instances for the HRAppsV2, Payroll, Assets, and Employee applications (not the Constellation application).
  • All of the developer documentation added in the Rule History tabs.

Modify the product Rule so that the delegated production Ruleset is included in the archive. Then, verify that the contents of the product Rule are complete before creating the archive. Finally, use the product Rule to create and save the application archive to your system.

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

Role User name Password
Senior System Architect SSA@TGB pega123!
Note: This challenge does not have a demo video. Please refer to the Detailed Tasks for step-by-step instructions to complete the challenge.

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 the product Rule

  1. In the Pega instance for the challenge, enter the following credentials:
    1. In the User name field, enter SSA@TGB.
    2. In the Password field, enter pega123!.
  2. In Dev Studio, from the Configure menu, select Application > Distribution > Package to open the Application Packaging wizard.
  3. In the Application step, select the highest version of the HRAppsV2 application, and select the highest unlocked version of the HRAppsV2 Ruleset. Click Next to continue.

  4. In step 2, uncheck "Constellation 01.01" to omit the standard Cosmos application from the product archive. The system automatically unchecks Common and CEBase applications; you do not need to re-select them.

  5. Click Next to continue.

  6. In the Application Packaging wizard, there are no changes to steps 3-12. Click Next to continue.

  7. Click Finish to display the verification landing page.

2 Modify the product Rule

  1. Click Modify to open the product Rule.
    modify-preview
  2. Select the Custom/Production Rulesets check box for the HRAppsV2 application to add the delegated Ruleset to the application archive.
    Product rule showing HRAppsV2 application with custome production rulesets selected
  3. Retain the other default settings to ensure that the data associated with the application Rulesets, Rule history instances, and the application's data types are added to the archive.
  4. OPTIONAL: To avoid overhead maintenance, delete any individual data instances.  
  5. At the bottom of the form, in the File details section, select Allow unlocked Ruleset versions? to ensure that an error does not occur when you attempt to create the archive, as the delegated Ruleset must remain unlocked.
  6. Save the product rule.


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