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Collecting sample data for simulations

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In configurations without Pega Customer Decision Hub, 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 Customer Decision Hub scenarios, see Collecting inbound sample data for simulations in.

  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.

  8. After you configure the make decision data flow, run that data flow to collect the data that you want to migrate to the Business Operations 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.

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

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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