Pega Ruleset

A name RuleSet is indeed an instance of the rule-rule-ruleSet name type. Since each instance of each type of reference rule or "belongs to" a RuleSet, each defines RuleSet as an important subset of PegaRULES rules in the database. A name RuleSet is an important consideration: 1. Access control 2. Grouping of interrelated rules 3. Manage Rules 4. Move applications from system process to commander. Now we will learn about the rules in PRPC.

What is RuleSet in Pega?

A RuleSet is a collection of Rules into a group for the distribution of an application. Before creating an application, Rules are to be made first. RuleSet manages, identifies, and stores the rules representing a particular part of an application or an entire application. RuleSets can be shared between applications to use the same set of rules for different applications, saving time and effort in developing rules. If you assume that rules are like a song, then the RuleSet is like an album. A RuleSet consists of two parts one is the RuleSet name, and the other is the RuleSet version.

The rules in PRPC:

Ruleset:

A RuleSet is a container for components of your application that store a related set of business rules. It is what you put into production or ship to a customer. RuleSets offer security, version control, and the ability to deploy (or move) your application to a different Process Commander environment. Before you can build an application, you must first create a RuleSet.

A ruleset had two parts i.e rule set name and ruleset version.

Ruleset name: Which describes the RuleSet's name and other attributes.It should have a maximum of 64 characters.

Ruleset Version: which specifies the Version of the RuleSet.It is divided into three sections separated by a hyphen: Major, Minor, and Patch.

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Prerequisite to create a RuleSet:

While creating a new RuleSet, you can pick an existing RuleSet as its prerequisite or a parent. By this, we can establish a relation between Rule and RuleSet. A RuleSet is inherited and contains existing characters and features from a parent. A RuleSet always requires at least one RuleSet as a prerequisite, and Pega-ProCom is considered a prerequisite in creating a new RuleSet in most cases. For your application, Process Commander RuleSet consists of standard work management capabilities which can be used to construct blocks.

Creating a rule set version:

Create rules and categorise them based on purpose, usage, and dependency; in that way, you can maintain and develop the application with ease. To create a new RuleSet, you need to follow the below steps:

Step one     - go to the application.

Step two     - select the new option

Step Three - establish the Rule

Step Four   - select the SysAdmin

Step Five    - select the Rule set version

On Selecting Rule Set Version, a new Pop-Up will be opened as follows. Just give the RuleSet name.

There are three versions represented in the XX, YY, and ZZ format.

XX - a Major Version that releases the partial application

YY - a Minor Version, a temporary release, or Advancements of the application.

ZZ - is a Patch Version where you can fix bugs and patches while running the application.

Related Article : Pega Rules

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Major version:

The major version is the partial release of the application.

Minor version: 

Minor version represents the interim release or enhancements of the major verison.

Patch version:

The patch version represents the fixing of issues and bugs in the application. In this patch version, you can fix the bugs even while running the application.

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Creation of Ruleset in Pega

Create a RuleSet to identify, store, and manage a set of rules that define an application or a significant portion of an application. Per application, you may require five to eight RuleSets. This is generally generated while using the Application Accelerator; you do not need to create them with the RuleSet form.

The way you use RuleSets in your application has significant design and deployment implications. Several RuleSets may be appropriate for large and complex applications. Ever since you develop a RuleSet, consider the purpose, use, and dependencies of existing RuleSets and the new RuleSet.

Select-->application-->structures.

To see a list of RuleSets in your application (including those on which your application is based) as well as a list of prerequisites for each RuleSet.

To generate RuleSet and version rules in versions prior to V6.1, use the New RuleSet and New RuleSet Version forms, in both. Beginning with V6.1, you can create both rules in the New RuleSet Version form at the same time. The Versions tab allows you to create versions for a specific RuleSet.

Access: To view a list of all RuleSet rules in your system, use the Rules Explorer.

Development: As a best practice, use a wizard, such as the Application Accelerator, to create the initial set of RuleSets you require.

When you create a new RuleSet, you also create an initial RuleSet version XX:YY:ZZ.

Now we will explore the different rulesets and their purposes.

  • CheckInCandidates Initially, it was empty. Supports the Rule Check-in Approval process and is only required by developers who use it. See How to Use the Rule Check-in Approval Process for more information. It is not locked.
  • The PegaAES Optional RuleSet is a component of the Autonomic Event Services product.
  • Optional RuleSet PegaAESRemote for client systems monitored by the Autonomic Event Services product.
  • Optional RuleSet PegaAppTestManagement, part of the Test Management Framework.
  • The Business Intelligence Exchange facility is provided by the Pega-BIX Optional RuleSet.
  • Optional RuleSet for PegaCus Foundation, part of the Test Management Framework.
Before creating new RuleSets, follow the below guidelines : 
  • Always create a new RuleSet with a high-level class, i.e., @baseclass.
  • Give clear names, and they should convey the theme of the RuleSet. Don’t use acronyms; this causes inconvenience.
  • Consider names that are simple, unique, and easy to remember for each RuleSet.
  • Pega or Pega- prefixes are restricted in Pega platform internal use so avoid using these Pega or Pega- as prefix names, these cause anomalies.
  • Do not use more than 32 characters. Avoid using spaces also.

Related Article : Pega Frameworks

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Foundation rulesets in pega:

These RuleSets offer services that are included in the base PRPC and are generally accessible. The application rule PegaRULES:06-03 specifies the correct order and versions of these RuleSets. The descriptions that follow are only a general indication of the context of the features that are available.

  • Pega-AppDefinition allows for the direct capture of Objectives features.
  • Automated unit testing is supported by Pega-AutoTest.
  • Content Management Interoperability Services are supported by Pega-Content.
  • The Designer Studio is supported by Pega-Desktop.
  • HTML and JSP generation in Pega-EndUserUI
  • Rule resolution in the Pega-Engine, as well as low-level foundation processing
  • Pega-EventProcessing assists with business events.
  • Pega-Feedback supports the Project Management Framework's Direct Feedback feature.
  • Landing pages created by Pega-Gadgets Designer Studio
  • ZIP archive support in Pega-ImportExport
  • Forms of Pega-IntegrationArchitect rules
  • Runtime for Pega-IntegrationEngine integration services and connectors
  • Integration, connectors, and services for Pega-IntSvcs
  • Internationalization and localization with Pega-LocalizationTools
  • Landing pages for Pega-LP
  • Application landing pages for Pega-LP-Application
  • Data model landing pages for Pega-LP-DataModel
  • Integration landing pages for Pega-LP-Integration

Optional or special-purpose RuleSets

Standard RuleSets

By using record explorer, you can see the complete list of RuleSets in your system.

Some of the RuleSets given below are locked as they depict the way Pega 7 platform features function.

RuleSet -Check-in candidates

PURPOSE : initially empty but support the Rule Check-in approval process and utilised by developers using that process.

PegaAES Remote

It is not a mandatory RuleSet for client systems which Are Checked by the Autonomic Event Services product. Autonomic Event Services (AES) is an an optional product that monitors, retrieves, organises and displays Pega 7 Platform system statistics and warning conditions at the enterprise, cluster, and node levels.

Pega-BIX

It is an optional RuleSet, and it administers the Business Intelligence Exchange

PegaAES

 Is a part of the AES product and an optional RuleSet Pega Decision Engine is an optional tool and supports the Decision strategy Manager. The Decision category contains rule types that define computations and comparisons. At runtime, these rules calculate a result, or a decision, that causes processing in the application to continue along a particular path.

Pega cust foundation Management 

It is an optional RuleSet and a part of the Test Framework

Pega app Test Management  

It is not a mandatory tool and is part of Test Management Framework.

PegaE to PegaO
Pega Relationship Viewer

It is an optional RuleSet, The Pega Web Mashup, previously called as the Internet Application Composer (IAC) allows you to Install a Pega 7 Platform application as a gadget on Pega composite application pages

Pega Relationship Viewer

It is an optional RuleSet, The Pega Web Mashup, previously called as the Internet Application Composer (IAC) allows you to Install a Pega 7 Platform application as a gadget on Pega composite application pages

Pega forecaster

it is not useful

Pega mobile

is used as a Pega mobile application, and its Products.

Pega P to Pega V
Pega rules tub

 It is a special processing rule which is a reserved one. It should not be referred to the RuleSet configuration.

Pega Repository

It is not used for general purposes; it is a reserved tool

Pega’s unique controls

provide access to third-party UI facilities in Non-self-generated section. When you save the self-generated section, then Pega 7 derives sources of HTML from the design tab. 

Pega Relationship viewer

it is not a compulsory RuleSet. It is a part of The Test Management Framework (TMF). TMF is an optional application that administers best practices for development and testing of new applications and provides necessary modifications to Existing  applications.

Pega W to Pega z
PegaWAI

it provides accessibility but an optional RuleSet

Pega-WorkManager  Pega-WorkSource

it is reserved for a particular purpose.

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Conclusion

In the above blog post we had discussed about the pegg ruleset in a more detailed way. Had any doubts please drop your queries in the comments section.

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Kavya Gowda
Kavya Gowda
Research Analyst
Kavya works for HKR Trainings institute as a technical writer with diverse experience in many kinds of technology-related content development. She holds a graduate education in the Computer science and Engineering stream. She has cultivated strong technical skills from reading tech blogs and also doing a lot of research related to content. She manages to write great content in many fields like Programming & Frameworks, Enterprise Integration, Web Development, SAP, and Business Process Management (BPM). Connect her on LinkedIn and Twitter.

Pega RuleSet FAQ's

When a rule is saved then RuleSet validation is performed. In RuleSet validation mode we need to define a prerequisite RuleSet version for each RuleSet and its version. Rule resolution is not affected by RuleSet validation in run time but will be available only at design time.

 To add the Pega RuleSet, follow the steps :

  • Step one: Open App studio in the header and click on Dev studio
  • Step two: click on App definition to open a new implementation application Record
  • Step three: use the case management edition and find your base application.
  • Step four: in the application RuleSet section, click on edit application and then add the RuleSet link.