Preparing an application for migration

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.

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

1. 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!.
2. Open the Application Definition and add HRDelegatedRules:01-01 to the Production Rulesets (customization) field as detailed in the Acceptance criteria.
3. Open the HRAppsV2:Administrators Access Group for the operator and add HRDelegatedRules:01-01 to the Production Rulesets list.
4. Open the Ruleset Stack and verify that no rules are checked out.
5. Use Lock and Roll to create the 01-02-04 patch version as detailed in the Acceptance criteria.
6. Run a Minor Version Ruleset Skim using the values defined in the Acceptance criteria, applied to HRApps, HRAppsInt, and CreditCheck.
7. Update the Application Definition to the highest minor version.
8. Lock lower versions on any Rulesets showing warnings.
9. 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.
10. Open the product Rule and modify it to include the delegated production Ruleset and allow unlocked Ruleset versions, as detailed in the Acceptance criteria.
11. Save your changes.