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Procedures for BIX extractions in Pega Cloud environments

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After enabling the built-in Business Intelligence Exchange (BIX) ruleset on your Pega Platform application, BIX extractions are available to run through an Extract or Job Scheduler rule. XML & CSV extractions and their manifests must be obtained via an SFTP Server or an FTP listener.

To create an Extract rule, run an initial extract, and retrieve extract files in your Pega Cloud environment, refer to the following articles:

  1. Enable the BIX ruleset on your application. For more information, see Enabling the BIX ruleset.

  2. Create and run an initial Extract rule through one or more of the following methods:

    1. Create and run a BIX Extract rule. For more information, see Creating and running an Extract rule.

    2. Run an extraction process through the Job Scheduler rule. For more information Using the Job Scheduler rule to extract data with BIX.

  3. Retrieve the BIX extract files for XML & CSV formats through one of the following methods:

    1. Pull BIX extract files from the Pega Cloud File Storage repository with the SFTP service. For more information, see Configuring the Pega Cloud SFTP service to access BIX extract files.

    2. Push the BIX extract files to a shared path using an FTP listener. For more information, see Configuring an FTP listener to access BIX data extracts in Pega Cloud environments.

    3. Push the BIX extract files to a local repository through an activity. For more information, see Configuring an activity to access BIX extract files.

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