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When effective

After you save a RuleSet form, active requestor sessions on the current node that are associated with that access group are immediately updated. Requestors at other nodes in a cluster are updated when the next system pulse occurs on their node.

Controlling use of updated rules

If a rule is added to a new, higher version of a RuleSet, it may be instantly available to others who have RuleSet lists that allow access.

For example: assume that a user RuleSet list references version ALPHA:04-06, and a rule named GAMMA in ALPHA:04-06-03 is added to override the lower version in ALPHA:04-06-02.

The next time this user session retrieves GAMMA, this user accesses the updated 04-06-03 version. Other users may access the older version.

For work items, the associated flow rule is retrieved at each shape boundary. Thus corrections and enhancements to a flow rule (through higher versions) can affect assignments and work in progress.

Renaming and merging two RuleSets

Use the Copy function of the RuleSet Maintenance wizard to rename a RuleSet, or to merge two or more RuleSets into a new one. Select > System > Tools > Refactor RuleSets > Copy/Move/Merge RuleSet to start the tool. See About the RuleSet Maintenance wizard.

Skimming RuleSet versions

When you use the Skim tool, PRPC automatically creates a new RuleSet version rule instance corresponding to the next major version above the current version. For example, if you skim a RuleSet version 03-14-07, it creates RuleSet version 04-01-01.Select >Tools > Refactor RuleSets > Skim a RuleSet > Skim a RuleSet to start a skim operation.

Deleting RuleSets and versions

Use the RuleSet Delete tool to delete RuleSets or versions. Select > System > Tools > Refactor RuleSets > Delete a RuleSet to start the tool. If there are no rules associated with a RuleSet or a version, you can delete them on the Versions tab.

Useful standard functions

The Pega-RULES Utilities library contains these

IsRuleSetInDependencyPath("Alpha:04-07-15","Beta:01-06-07")

RuleSets for delegated rules

To allow updates, delegated rules in a production application must belong to unlocked RuleSet versions. For added security, you can copy the delegated rules into a single, dedicated, and unlocked RuleSet and version, and then lock other RuleSet versions.

No check out, always available

Update RuleSet and RuleSet version rules carefully. Note these special conditions:

Passwords are hashed

RuleSet and RuleSet Version passwords are saved as hashed values in the PegaRULES database, using the one-way MDF message digest algorithm. For example, the property Rule-RuleSetName.pyNameFormEditPwd has mode Password.

Consult Configuration Settings Reference, a document available on the PDN, for details on this and other crypto settings. See Property rules — Implementing and using the TextEncrypted type for more information about the Password property type.

Rule types with no version

The following rule types do not use RuleSet versions:

Definitions check in, checkout, delegated rules, personal RuleSet, Archive tools, major version, skim
Related topics About the RuleSet Delete tool
About RuleSet Versions
About the RuleSet Maintenance wizard
Standard rules Atlas — Standard RuleSet Names

UpAbout RuleSet rules