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Challenge

Skimming a Ruleset

Skimming a Ruleset

2 Tasks

10 mins

 Visible to: All users Applies to: Pega Platform '25
Intermediate
System Administration
Installation and Deployment
Enterprise Application Development
Dev/Designer Studio
English

Scenario

Your manager requests that you Lock & Roll the application Rulesets for the HRApps application to 01-02-04, save the new Ruleset version, and deploy.

The 01-02-04 Ruleset 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 01-03 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 To simplify the Rule resolution process and eliminate any unused or outdated Rules, perform a minor skim of all application Rulesets for the HRApps application to 01-03-01.

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 Increment the application Rulesets

  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, click Configure > Application > Structure > Ruleset Stack to open the Application Structure landing page.  
  3. On the Ruleset Stack tab, verify that there are no checked-out Rules for the Rulesets.
  4. Check in any Rules before proceeding and note the Rulesets in the current application.
    Current application showing the current ruleset list
  5. Create a XX-XX-04 Ruleset patch version by using Lock and Roll.
    Lock and roll screen showing an option to upversion the patch

2 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 01-02-04. 
  6. In the To New Version list, enter 01-03-01.
  7. Click Skim.
    Skimming a ruleset to create a higher version
  8. When the skim is completed for the Ruleset, repeat steps 2-7 for each Ruleset containing items in the current application, including HRAppsInt and CreditCheck.
  9. Open the Application Definition.
  10. Update the application Rulesets to the highest minor version and save the application Rule.
    Application Rulesets
  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.
    Ruleset stack showing an error to lock the unlocked rulesets
    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.
    Lock and save unlocked ruleset
  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.

Available in the following mission:

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