Showing posts with label App Overlay.. Show all posts
Showing posts with label App Overlay.. Show all posts

Sunday, October 11, 2020

PEGA Decisioning - Managing the Business Rules(Revision Management) for quick Production deployment

PEGA Decisioning - Managing the Business Rules(Revision Management)

AppOverlay & Decision Manager Portal configuration:

·         Decision Manager portal mainly used for PROD Simulation & PROD. Use an applicationOverlay for development

·         Business sandbox & AppOverlay env & Direct deploy for Decision Data update

·         Need to configure ADM monitoring, IH, VBD

Building An app overlay application:

·         Create New App Overlay wizard and create an app

·         Define the accessgroup & list of available rules to expose to AppOverlay to make the changes. Primarily on Decision data.

·         Default application Overlay will be created after Landing opage. The name of the overlay starts with ‘RTC-‘.

·         Start the Application Overlay wizard via the Decisioning > Infrastructure > Revision Management->Application Overlays landing page.

·         Define the AppOverlay applicaiton, Revision ruleset, accessgroup & the Rules to be included as part of AppOverlay

·         Selet the rules to make available for the revision Management, select the rules and click "Include for Revision Management"

·         Review the AppOverlay and credit the AppOverlay application

·         Setup new accessgroups & their roles and the required operator IDs to use.

Managing the Business Rules(Revision Management):

Has 3 envs in PROD (build-Sandbox, test-sandbox and prod).Revision Management enabled business users to make the change with the limited rules.

Post every release, AppOverlay reset will be done in the dev environment (PROD-AUTH). ie, new version of the app overlay will be created. Post creation, completed package will be deployed in business sandbox (Simulation) followed by PROD like regular BAU release.

·         AppOverlay release & package deployment as part of BAU release has to be explored.

·         The process to create a version & export is based on the dynamic case management process

·         As part of Revision management, CRs will be created by Revision Manager and the change will be implemented by Strategy Designer. Revision manager will approve/Reject the CR

New AppOverlay version will be installed like below:

·         The System Architect can use the revision activation landing page which can be found at Decisioning -> Infrastructure -> Revision Management -> Revisions.

·         These revisions are primarily used to implement the config parameter to alter the decision application behavior

·         To sendback the CR to the RevisionManager, use SendBack CR option incase any additional RuleSet access required.

·         Once you submit the Revision, jar package file will be generated. We need to download them.

·         To implement the changes in pre-prod & Prod environment, Decisioning -> Infrastructure -> Revision Management -> Revisions->Import revision

·         Select the Operator from the available list to test the changes for the selected operators before promoting the change.Decisioning -> Infrastructure -> Revision Management -> Revisions->"Activate" the change. Change will be activated to all the users. We can roll-back if needed

·         After activating the package, we need to logout and login again

Working with the Revision Management is 2 set process. 1. Create Revision. 2. Create CR. We can have more than 1 CR in a given Revision. Once Revision Submitted, Jar will be generated. If the change is not working, we can revert the change by doing "Roll-back", otherwise activate the Revision.

PEGA DSM - App Overlay


More details about app overlay setup is available at https://community.pega.com/knowledgebase/articles/decision-management-overview/applying-changes-business-rules


Happy Learning!


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