Viewing external data entities
The Pega 7 Platform and Pega-supplied applications include a wide range of data types that you can use to quickly design customer-centric applications. The number of data types increases with increased design and development activities and it is crucial to get a clear understanding of the data layer to modify and extend it. The External Data Entities landing page provides a way for you to explore a single consolidated view of this data layer. The landing page contains information that is important for Pega-supplied application users, such as where the application data comes from and how you can bring in new application data.
Viewing data virtualization
Pega Live Data allows you to create a virtualized application data layer to simplify, standardize, and enable the reuse of global data definitions while managing the complexity of accessing data sources automatically. Applications can get the data that they need, when they need it, from where it is stored. The External Data Entities landing page allows you to view the data virtualization in an application by presenting a clear and accurate picture of the data types and the source systems that they use.
The view is dynamically generated, so it always contains the latest information. A data entity consists of a data type (logical or virtualized layer) and one or more source systems (physical layer).
to access the landing page, as shown in the following figure:
- Expand each data entity to reveal the physical sources that are used to obtain data, as shown in the following figure:
- The SOURCED BY section shows the technical details of how the application connects to an interface that is provided by the source system. The details include the protocol, the inputs, and how to authenticate. The type of physical source is denoted by the second column of icons in this section. The DATA PAGE section shows the data pages that are used to retrieve data from each physical source. These data pages are the core component of the Pega Live Data layer. The data pages make up the logical data layer and allow an application to access data from anywhere. The icon next to each data page indicates its structure. For more information about the icons in these two sections, see External Data Entities landing page.
- Click the names of the records in the SOURCED BY and DATA PAGE sections to view the information about how each record is configured.
You can use the External Data Entities landing page to add a new source of data for the application. The green circle and yellow triangle icons in the SOURCED BY section denote the status of a source system or data source. The green circle indicates that the source system or data source is active and production-ready. The yellow triangle indicates that the data source is being simulated and needs a replacement before going to production. Existing production applications display green for all source systems. When you build a new application or extend a Pega-supplied application, most of the status icons on the landing page display yellow in the beginning. You can replace the sample systems and data sources with production-ready systems to change the status icons from yellow to green.
To connect a data type to a new source system, rename the sample source system that the data type is connected to and then replace the simulated data sources with production sources. You can repeat the tasks for each entity on the landing page with a yellow icon and change it to green. After all the source systems are green, the data layer of your application is ready for production.
Renaming a sample source system
Do the following actions to rename the sample source system to reflect the actual name of the target source system:
- On the External Data entities landing page, expand a data type that is connected to a sample source system that needs to be replaced, as shown in the following figure:
In this example, multiple simulated data sources connect to the sample source system.
- Open a data page and find the simulated source in the list, as shown in the following figure:
- Update the System name field with the name of the source system to use in production, as shown in the following figure:
- Repeat steps 2 and 3 for each data source that is connected to the sample source system in the list.
- Refresh the External Data Entities landing page. The data type now displays the name of your actual physical source system, as shown in the following figure. The status is still yellow because it is still being simulated for now.
Replacing a sample source system
When the integration layer is ready and the data sources that are required to connect to the source system are built, you can replace the simulated data sources with production sources to change the status icon to green.
Do the following actions to replace a source system with a new source of data:
- Open a data page and find the simulated source in the list.
- Clear the Simulate data source check box.
- Select the source type based on the interface that is used to connect to the new source system.
- Enter the name of the data source. This rule is specific to the source type that captures the configuration details required to interact with your source system. If this record does not exist yet, create one.
- If needed, define additional source and mapping information such as request mapping or response mapping.
The mapping rules are a critical component for Pega Live Data. These rules facilitate the exchange of data between the logical (virtualized) data layer and the physical source systems.
- Repeat steps 1 to 5 for each simulated data source that you want to connect to the new source system.
- Refresh the External Data Entities landing page. The source system should now have the green icon next to it.