Product rules
Completing the Contents tab

Field

Description

Identify an application name, the first key part of an application rule.

Optional. Select if you want to include the Custom/Production RuleSets listed in this application rule in the product archive.

Optional. Select if you want to include the Shared/Component RuleSets listed in this application rule in the product archive.

Field

Description

Identify a RuleSet.

Optional. Enter a version number at any level — major( NN), minor (NN-NN), or patch (NN-NN-NN).

If you do not enter a value in the Maximum RuleSet Version field, the ranges include from and including the minimum up to and including the highest version. For example, entering a minimum of 01-01-01 includes all instances from this version through the highest version 01-02-10.

Optional. Enter a version number at any level — major( NN), minor (NN-NN), or patch (NN-NN-NN).

If you do not enter a value in the Minimum RuleSet Version field, the ranges include from and including the maximum down to and including the lowest version. For example, entering a maximum of 01-02-10 includes all rules from this version through the lowest version 01-01-01.

Some rule types are associated with a RuleSet but not with a version. By default, these rule instances are included in the ZIP archive file when any version of that RuleSet appears on the RuleSets to Include array. Select this box to exclude these rule types. These include:

• Access Deny rules (Rule-Access-Deny-Obj rule type)
• Access of Role to Object rules (Rule-Access-Role-Obj rule type)
• Application rules (Rule-Application rule type)
• Connect rules (for example, Rule-Connect-BPEL rule type)
• Class rules (Rule-Obj-Class rule type)
• RuleSet name rules (Rule-RuleSet-Name rule type)
• RuleSet version rules (Rule-RuleSet-Version rule type)
• Service rules (for example, Rule-Service-BPEL rule type)

Field

Description

• Access
• Organization
• Services and connectors
• Database mapping

Consider carefully any dependencies among data instances or between data instances and your rules. During upload, data instances already present are by default not overwritten. These data instances may require adjustment after they are uploaded into the destination Process Commander system. For more information, see the Pega Developer Network article PRKB-24111 How to ensure that a product rule includes all parts of an application.

Don't include Agent Schedule data instances. The second key part of an Agent Schedule data instance identifies the node ID, a hash value that is based in part on the server name. Don't attempt to move an Agent Schedule data instance from one system to another by referencing it in a ZIP file; the node IDs of the other system will not match the node IDs on the source system.

You can include an Agent Schedule data instance in a ZIP archive that serves as a backup or snapshot, to be restored if necessary to the same system.

You can enter System-User-MyRules to include links to delegated rules. Use a list view rule filter to determine which access group or operator delegations are included in the product archive. Make sure that access groups or Operator IDs referenced in these delegated rules links are present on the destination system.

If one Product rule is used repeatedly to create multiple ZIP archives, the data instances selected by the ListView Filter or When Filter values (see below) may vary, depending on how the rule is defined. In contrast, the data instances selected by internal key (listed in the Individual Instances to Include array) are always included.

Identify a class that contains instances to be included as part of your application or product. In addition to concrete classes, you can enter an abstract class that has concrete subclasses. For an abstract class, include the final dash (-) in the name.

Optional. If the Class is concrete and your filter criteria depends only on Single Value properties that are exposed as database table columns, complete this field.

Create and reference here a list view rule defined in the class a identified in the Class field. In the Content tab of the list view rule, specify the instances of that class that are to be included as part of the ZIP file archive. Select the Read Only check box on that tab.

You cannot use both a list view rule and when condition rule in one row of this array.

Leave the ListView Filter and When Filter fields blank to include all instances of the class.

Optional. If the Class is concrete and your filter criteria involves calculations or properties that are not exposed as database columns, complete this field and leave the ListView Filter field blank.

Select a when condition rule defined in the class identified in the Class field. In that rule, define the criteria that select the instances you want to include in the ZIP archive.

For performance reasons, it is preferable to use the ListView Filter option when possible and leave this field blank.

You cannot use both a list rule and when condition rule in one row of this array.

Leave the ListView Filter and When Filter fields blank to include all instances of the class.

Optional. Select if you want to include instances in classes that descend from (are subclasses of ) from the parent class entered in the class field. For example, if you enter Data-Address, instances of children classes Data-Address-Phone, Data-Address-Fax, and so on are included in the product.

If you select this option, the ListView Filter and When Filter are ignored.

Select this box if you have entered an abstract class.

Optional. By default, all descendent classes are included when you select the Include Descendants? box. Use this field to enter the names of descendant classes you do not want to include. For instance, enter Data-Address-Email to exclude it as a descendant of Data-Address. You can enter more than one class using a comma (,) to delimit the names.

Field

Description

Optional. Identify a class that contains instances to be included as part of your application or product.

Click  Query   to see, in a new window, a list of up to 500 instances of the selected class. Select the instances you want to include and click OK.

Contains the short description of the instance selected from the query. This information is for others who review this rule and is not copied into the ZIP file.

Contains the internal key of an instance selected from the query. Do not alter these internal keys.

Field

Description

Optional. Enter a date in the format YYYYMMDD to include in the ZIP file and display on the destination system before the ZIP file is imported. The date value you enter persists even when the file is copied or renamed, which in some cases changes the Windows or UNIX file date. The value you enter is not edited.

Optional. Enter a text description of the contents of this file, to appear on the destination Process Commander system before the ZIP archive is uploaded.

Optional. Select if you want to create an archive that can be imported into a v5.4 system or earlier V5.X system. The V5.4 and earlier ZIP files contained .jar files, whereas v5.5 ZIP files contain .bin files.

If not checked, the archive cannot be imported into pre-v5.5 systems.

After you save this rule form, click to create a ZIP archive in the ServiceExport directory on the current application server node.

Use a file name that is valid for both the destination server and the current server; they may be hosted on different Windows or UNIX platforms. The .ZIP suffix is optional. Many special characters are allowed, but you can't include spaces or an equals sign character (=) in the file name.

You can also create the ZIP file later from this product rule, using the File > Export Archive menu item.