Table of Contents

Configuring data sources


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Build the scaffolding for your decision strategies by defining the means to write and read customer, event, and proposition data.

Configure different categories of data sets to source your decision data.

  • About Data Set rules

    Data sets define collections of records, allowing you to set up instances that make use of data abstraction to represent data stored in different sources and formats. Depending on the type selected when creating a new instance, data sets represent Visual Business Director (VBD) data sources, data in database tables or data in decision data stores. Through the data management operations for each data set type, you can read, insert and remove records. Data sets are used on their own through data management operations, as part of combined data

  • Database Management

    After enabling the key DSM services, define the sources of data to use in your decision strategies.

  • Simulation and Reporting

    To run simulations of your strategies and to gather monitoring data, create data sets that provide mock data for these tests.

  • Social media

    Use data from social media to enhance the accuracy and effectivenes of your decision management strategies.

  • File storage

    Configure local and remote storages to use them as data sources for your decision strategies.

  • Run-time data

    Connect to large streams of real-time event and customer data to make your strategies and models more accurate.

  • Data transfer

    Transfer data outside of Pega Platform and between data sets or Pega Platform instances by importing and exporting .zip files.

  • DataSet-Execute method

    Apply the DataSet-Execute method to perform data management operations on records that are defined by data set instances. By using the DataSet-Execute method, you can automate these operations and perform them programmatically instead of doing them manually. For example, you can automatically retrieve data from a data set every day at a certain hour and further process, analyze, or filter the data in a data flow.

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