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Creating a globally optimized strategy

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Increase the performance of your strategy by creating a globally optimized instance of your rule. You can also use a globally optimized strategy as a substrategy to decrease code size and increase performance of the top-level strategy that is not optimized.

Strategy designers create globally optimized strategies to reduce the computation time and memory consumption when running large-scale batch data flows and simulations. Improvements to the Strategy rule performance are the results of decreased run time and quality changes to the code generation model. Strategy designers create a globally optimized strategy by referencing an existing strategy that they want to optimize and by selecting output properties that will be in the optimized strategy result.

Strategy optimization is done on the component level. The following strategy components can be optimized:

  • Sub Strategy (only the Current page option)
  • Proposition Data (without the Interaction History option)
  • Split
  • Data Join
  • Set Property
  • Filter (only the Filter condition option)
  • Prioritize
  • Champion Challenger
  • Switch
  • Group By
  • External Input
Optimized strategies can work with non-optimized components.
  1. Create an instance of the Strategy rule with the Global optimization option enabled by performing the following actions:

    1. In the View additional configuration options, select Global optimization.

    2. Enter the Apply To class of the strategy that you want to optimize.

    The globally optimized strategy is a beta feature; some of the Strategy components cannot currently be optimized.
  2. On the Global optimization tab, select a strategy that you want to optimize.

  3. Optional:

    To see the optimization status of individual substrategies and strategy components, click Expand strategies.

    You can disable optimization of substrategies that consist of components that cannot be optimized or when you want to create separate globally optimized instances for such substrategies.
  4. In the Output optimization tab, select properties that you want to calculate in the optimized strategy.

  5. In the Test tab, specify the source and subject of the test run by selecting one of the following options:

    • To specify a Data transform instance as the subject of the test run, select Data transform.
    • To use a particular data set as the subject of the test run (for example, a data table with customers), go to step 6.
    • To use a data flow as the source of the test run, go to step 7.
  6. Use a particular data set as the subject of the test run by performing the following actions:

    1. Click Data set.

    2. Select a data set that is the source of the test run.

    3. In the Subject ID field, specify the record (customer) that is the subject of the test run.

  7. Use a data flow as the source of the test run by performing the following actions:

    1. Click Data flow.

    2. In the Data flow field, specify the data flow that is the source for the test run.

    3. In the Subject ID field, specify the record (customer) that is the subject of the test run.

      When you test a strategy on a data flow, the system runs the specified data flow, and then uses the output of that data flow for the selected subject ID in the test run.
  8. To see differences between non-optimized and optimized results, click Compare.

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