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How to modify an existing agent

Summary

After agents have been created, you may need to modify them. 

How you update an agent rule depends on whether the agent is one of three standard agents, or was created for your application.

 

Suggested Approach

There are two types of existing agents:

  • custom
  • standard and other locked agents

Custom Agents

Changing the Agents rule directly is the most efficient way to update agents.  If you have access, change the agent directly in its rule.  Changing the agent activity (which would also require the addition of an Access Group for Legacy or Advanced-mode agents), or changing the agent intervals, or enabling or disabling agents are all changes which should be made, if possible, in the Agents rule.  The changes are then automatically copied into all the associated Agent Schedule records for the system the next time the Agent Manager runs.

NOTE:  If you change one of the agent activities and save it to a customer RuleSet, that new activity will only be used if the agent Access Group gives appropriate access to the RuleSet. 

Locked Agents

It is not possible to get access to change some agents.  If the RuleSet version in which the Agents rule is defined is locked (like the Pega- RuleSets), then the rule cannot be changed directly. 

In this case, you may make some changes (such as enabling or disabling, or setting the Interval) to the Agent Schedule record for that Agents rule.  You must be careful, however, to make these changes to each Agent Schedule instance which exists for that Agents rule (on each node), so that the agent functionality is consistent across nodes in the system. 


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