Table of Contents

Collecting sample data for simulations

In configurations without Pega Marketing™, after configuring the system for data migration, complete the collection of sample data for simulations by setting up a make decision data flow. Use the following example as the baseline for your configuration.

For Pega Marketing scenarios, skip this procedure because samples are collected automatically.

Configuring the make decision data flow for data migration

  1. In the navigation panel of Dev Studio, click Records > Data Model > Data Flow.
  2. In the list of data flow instances, open the CustomerData data flow.
  3. In the data flow work area, click Save as.
  4. In the New work area, define the basic configuration for your data flow record, for example:

    Label: Customer Data For Simulations

    Apply to: DMOrg-DMSample-Data-Customer

    Add to ruleset: DMSample 08-03-99

  5. Click Create and open.
  6. In the Edit Data flow work area, update the destinations of your data flow:
    1. On the data flow canvas, double-click the destination shape.
    2. In the Destination configurations dialog box, in the Destination list, select Data flow.
    3. In the Data flow field, enter: pyWriteToSimulationDataSet
    4. Confirm the new destination by clicking Submit.
    5. In the destination shape, click Add branch.
    6. Double-click the new destination shape.
    7. In the Destination configurations dialog box, in the Destination list, select Data flow.
    8. In the Data flow field, enter: NextBestActionDecision
    9. Confirm the new destination by clicking Submit.
  7. In the Edit Data flow work area, verify whether the data flow contains all the elements as in the following figure, and then click Save.
Customer Data data flow with two destinations for sample data
Customer Data data flow with two destinations for sample data
Customer Data data flow with two destinations for sample data

Collecting the migration data

After you configure the make decision data flow, run that data flow to collect the data that you want to migrate to the simulation environment.

  1. In the Edit Data flow work area, click Actions > Run.
  2. In the Data flow test run dialog box, click Start.
  3. When the data flow run completes, check for errors and close the window.

Conclusions

You have collected the sample customer data in the simulation data set. You can now migrate that data to use in tests.

What to do next

After collecting the sample data, either manually export the data from the production environment or automatically export data and import it with Deployment Manager. For more information, see one of the following articles:

To view the main process outline for this tutorial, see Configuring the system for running simulations of decision strategies.

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