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Skimming a Ruleset

3 Tasks

10 mins

Visible to: All users
Intermediate Pega Platform 8.7 Installation and Deployment English
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Your manager requests that you configure the filing status field in the Payroll setup case type as a radio selection with Single and Married options. Save the modified rule in the 01-01-02 Ruleset and deploy the change. 

After user acceptance testing of 01-01-02, the company plans to implement a series of enhancements to the user interface for the Payroll setup case type. Based on feedback, your manager requests that you configure the filing status field as a drop-down menu to support additional filing status options. Lock & Roll the application Rulesets for the HRApps application to 01-01-03, save the change in the new Ruleset version, and deploy the change.

The change in 01-01-03 is then deployed to production and your manager asks you to prepare for the next development cycle, which involves several planned enhancements made available with the next minor release: the 01-02 version. To simplify the rule resolution process and eliminate any unused or outdated rules, perform a minor skim of all application rulesets for the HRApps application to 01-02-01.

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

Role User name Password
Senior System Architect SSA@TGB pega123!
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.

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

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

Challenge Walkthrough

Detailed Tasks

1 Save rule changes to highest ruleset

  1. In Dev Studio, on the Payroll setup case type, configure the view for Select filing status step. 
  2. Open the Select filing status section rule and confirm the rule is saved to the HRApps 01-01-02 ruleset version.
  3. Change the Filing status field property to radio buttons and check in the rule.
    Select filing status section HRApps

2 Increment the application rulesets and save rule iteration

  1. Click Configure > Application > Structure > RuleSet Stack to open the Application Structure landing page.  
  2. On the RuleSet Stack tab, verify that there are no rules checked-out rules for the rulesets.
  3. Check in any rules before proceeding and note the rulesets in the current application.
    Check Updated Rulesets
  4. Create a 01-01-03 ruleset patch version by using Lock and Roll.
    create patch lock and roll
  5. Open the Select filing status section rule again and save the rule into the HRApps 01-01-03 ruleset version.
  6. Change the Filing status field properties to a drop-down menu and check in the rule.
    Select filing status section with dropdown, patch version 3

3 Skim to create a higher version

  1. Click  Configure > System > Refactor > RuleSets to open the Refactor RuleSets Utilities page.  
  2. Click Skim a RuleSet to open the utility.
  3. Select Minor Version RuleSet Skim.
  4. In the Starting Version list, select the 01-01-01 in the HRApps ruleset.
  5. In the Ending Version list, select the 01-01-03
  6. In the To New Version list, enter 01-02-01.
  7. Click Skim.
    Skim to create a higher version of HRApps
  8. When the skim is completed for the RuleSet, repeat steps 2-7 for each RuleSet containing items in the current application.

    RuleSets containing only items of the type RuleSet, RuleSet Version, and Class cannot be skimmed. For example, the HRAppsInt RuleSet.

    Empty RuleSet
    skim no records found
  9. Open the application definition. 
  10. Update the skimmed Application rulesets to the highest minor version and save the application rule.
  11. Return to the Application Structure landing page (Configure > Application > Structure > RuleSet Stack).
    Note: If the new Major Version RuleSets are not listed, refresh the page. 
    Tip: If the rulesets that you skimmed have a warning, a lower version ruleset is unlocked.
  12. Click a ruleset name that has a warning to open the Edit RuleSet form.
  13. Select the unlocked lower version of the ruleset, and then click Lock and Save.
  14. When you are prompted for a password, enter password in the Password and Confirm Password fields to lock the lower ruleset versions.
  15. Save your changes.
  16. Repeat steps 12-15 for any ruleset with a warning.

Confirm your work

  1. Return to the Application Structure landing page.
  2. Confirm that the updated minor versions display for the skimmed ruleset without warnings.
  3. Run a Payroll Setup case and advance the case to the Select filing status step to verify the Filing status field is a drop-down menu.
  4. Turn on LiveUI and locate the .FilingStatus section rule.
  5. Open the .FilingStatus section rule to verify the ruleset version is 01-02-01.
    Select filing status section, skimmed to minor version 2

This Challenge is to practice what you learned in the following Module:

Available in the following mission:

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