Preparing an application for migration

1 Task

20 mins

Pega Platform '26

Visibile a: All users Applies to: Pega Platform '26

Intermediate

Inglese

Scenario

You are a Solution Builder responsible for preparing the HRApps application at TGB for migration to a testing environment. Before the application can be packaged and exported, the Ruleset configuration must be finalized: a delegated production Ruleset must be added, and the appropriate Access Group updated.

With the Ruleset configuration in place, you will lock and roll the application Rulesets to a deployable patch version, and then perform a minor skim to create a clean starting point for the next development cycle.

After the Rulesets are prepared, you will use the Application Packaging wizard to create a product Rule that captures all required data types, instances, and developer documentation. You will then modify the product Rule to include the delegated production Ruleset and configure it to allow unlocked Ruleset versions before exporting the application archive for the QA team.

Note: This challenge has been configured with Single sign-on (SSO) using your Pega Academy credentials. If you are not automatically signed-in to the challenge environment after initializing the instance, you may use the credentials provided.

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

Role	User name	Password
Solution Builder	SSA@TGB	pega123!

After completing this challenge, you should be able to:

Configure a production Ruleset in an application definition.
Grant Ruleset access through an Access Group.
Lock and roll application Rulesets to a patch version.
Skim Rulesets to a new minor version.
Create a product Rule using the Application Packaging wizard.
Modify a product Rule to include delegated production Rulesets.
Export an application archive for deployment.

Per completare questa operazione, è necessario avviare la propria istanza PegaChallenge.

L'inizializzazione può richiedere fino a 5 minuti, ti preghiamo di pazientare.

Detailed Tasks

1 Preparing an application for migration

Solution Builder Advanced Preparing an application for migration Doc Journey

Use the technical documentation linked in the Journey map above to complete the assigned tasks. The technical documentation might have more information than you need to complete the tasks.

Acceptance criteria

Task 1: Configure application Rulesets

HRDelegatedRules:01-01 is added to the Production Rulesets (customization) field in the Application Definition.
HRDelegatedRules:01-01 is added to the Production Rulesets list in the HRAppsV2:Administrators Access Group for the operator.

Task 2: Lock and roll application Rulesets

The Ruleset Stack is opened via Configure > Application > Structure > Ruleset Stack and shows no checked-out rules prior to locking.

Lock and Roll is used to create a patch version XX-XX-04 for each Ruleset with the following configuration:

Ruleset version	Password	Roll	Roll to Version	Description
`HRAppsV2:01-02-01`	`password`	Checked	`01-02-04`	`HRAppsV2:01-02-04`
`HRAppsV2Int:01-01-01`	`password`	Checked	`01-01-04`	`HRAppsV2Int:01-01-04`
`CreditCheck:01-01-02`	`password`	Checked	`01-01-04`	`CreditCheck:01-01-04`

Update my Application to include the new RuleSet Versions is selected before submitting.

Task 3: Skim Rulesets to a new version

The Minor Version Ruleset Skim is configured with the following values:

Field Value

Starting Version 01-01-01 (HRApps Ruleset)

Ending Version 01-02-04

To New Version 01-03-01
The skim is applied to the HRApps, HRAppsInt, and CreditCheck Rulesets.
The Application Definition is updated to reflect the highest minor version.
All Rulesets with warnings have their lower versions locked.

Field	Value
Starting Version	`01-01-01` (HRApps Ruleset)
Ending Version	`01-02-04`
To New Version	`01-03-01`

Task 4: Create the product Rule

A product Rule is created using the Application Packaging wizard with the highest HRAppsV2 version and highest unlocked Ruleset.
Constellation 01.01 is excluded during packaging.
The product Rule includes Data Types, instances, and Rule History for the HRAppsV2, Payroll, Assets, and Employee apps.

Task 5: Modify the product Rule and export

The Custom/Production Rulesets checkbox is selected for HRAppsV2 in the product Rule.
The Allow unlocked Ruleset versions? option is selected in File details.
Data, Rule history, and data types are retained in the product Rule.

Directions

In the Pega Platform instance for the challenge, enter the following credentials:
1. In the User name field, enter SSA@TGB.
2. In the Password field, enter pega123!.
Open the Application Definition and add HRDelegatedRules:01-01 to the Production Rulesets (customization) field as detailed in the Acceptance criteria.
Open the HRAppsV2:Administrators Access Group for the operator and add HRDelegatedRules:01-01 to the Production Rulesets list.
Open the Ruleset Stack and verify that no rules are checked out.
Use Lock and Roll to create the 01-02-04 patch version as detailed in the Acceptance criteria.
Run a Minor Version Ruleset Skim using the values defined in the Acceptance criteria, applied to HRApps, HRAppsInt, and CreditCheck.
Update the Application Definition to the highest minor version.
Lock lower versions on any Rulesets showing warnings.
Use the Application Packaging wizard to create the product Rule, selecting the highest HRAppsV2 version and excluding Constellation 01.01, as detailed in the Acceptance criteria.
Open the product Rule and modify it to include the delegated production Ruleset and allow unlocked Ruleset versions, as detailed in the Acceptance criteria.
Save your changes.

Disponibile nelle seguenti missioni:

Application Development Advanced v1

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