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Services landing page

Access this landing page by selecting the Designer Studio> Decisioning > Infrastructure > Services menu item.

The Services configuration allows you to define the connection between Pega 7 Platform and the servers running Adaptive Decision Manager (ADM) and Visual Business Director (VBD). These settings are necessary so that you can perform the actions that require system interaction with the run time (configuring and using adaptive model rules if the fail safe option is disabled, performing adaptive model management activities, using the VBD Planner, using data sets to manage VBD data sources, running interaction rules that write to VBD, and accessing adaptive model reports). However, with the exception adaptive model rules if the fail safe option is disabled, it is not required when defining Decision Management rules.

Note: When the connection to VBD or ADM needs to use HTTPS communications protocol, select the Use secure connection for all decisioning services checkbox. This option provides secure communications with Pega 7 Platform by using HTTPS protocol instead of HTTP protocol.

Defining the connection

Typically, the configuration in this landing page is a part of the installation process that allows applications to operate with Decision Management functionality. If you do not have ADM (Adaptive Decision Manager) or VBD (Visual Business Director), leave the host and port fields empty.

To define the connection to the Decision Management services:

  1. Log in to the Designer Studio as the Pega 7 Platform system architect user defined for your Decision Management enabled application.
  2. Open the services configuration and define connection and operational settings for Adaptive Decision Manager and Visual Business Director as explained in the sections below.
  3. After defining or changing the necessary settings click Save to save the settings or Save and ping to save the settings and test the connection to the Decision Management services.

The version of the client library displays at the top and the corresponding server library displays in the Status message for each service. The version follows this pattern:

<Major Version>.<Minor Version>.<Revision>.<Build Number>

Saving settings activates changes in the Decision Management service layer and in Pega 7 Platform. If you have not configured the service end point(s), the propagation of data to the corresponding service(s) is turned off.

For more details, unfold the following sections:

ClosedAdaptive Decision Manager

By default, the external Adaptive Decision Manager is disabled, and your node is using the ADM internal process. This internal process allows you to add adaptive analytics capabilities to your application, but does not persist models at each server restart. To use a persistent analytics engine, you need to configure Pega 7 Platform to connect to Adaptive Decision Manager in the service layer:

  • Check if the UpdateAdaptiveModels agent in the Pega-DecisionEngine ruleset is running by going to the Adaptive Decision Manager update agent setting (bottom-right panel). If it is not, start it.
  • Define the name of the server in the Host field and the port number in the Port field.
  • Enable the Fail safe option, which is disabled by default. Enabling it activates ADM's fail safe mechanism (preventing loss of responses in case of ADM unavailability). If you enable this option, make sure the database data instance necessary for ADM to operate in this mode exists and that it is configured appropriately:
    • Create a new database instance named PegaADM.
    • Configure the Connection Types as follows:
      • Use JDBC Connection Pool - Recommended. In the server running Pega 7 Platform, make sure you have the jdbc/adm7DataSource data source resource. If using a single server, the data source was configured in the process of installing ADM. In production environments, ADM and Pega 7 Platform are typically running on different servers: you need to configure this data source in the server running Pega 7 Platform.
      • Use JDBC URL - Configure the JDBC URL to point to the database containing the ADM schema and provide valid credentials to access the ADM schema.

  • Go to the Data Mart panel and configure the operation settings that affect capturing historical data for reporting purposes.

ClosedData Mart

This panel contains the settings which govern capturing model state and predictor binning.

  • Under the Data Mart agent section, you have settings for the ADMSnapshot agent. Click the link to go open the Pega-DecisionEngine's agent schedule data instance where, if applicable, you can change the time interval for triggering the agent (by default, it is 120 seconds) and enable or disable the agent.
    • To avoid duplicate snapshots, make sure there is only one node enabled to run the ADMSnapshot agent when working in a multinode Pega 7 Platform environment.

    • By default, the batch size for taking a snapshot is 50, a value considered suitable even in cases of large size models. The batch size is the number of models (along with its predictors and binning information) that are saved to data base at the same time.

      You can adjust the batch size by changing the admmart/batchSize dynamic system setting in the Pega-ProcessCommander ruleset.

       

  • Under the Latest snapshot section, click Update Reporting Data if you want the reports to be based on a newer view of the models and predictors in the ADM system.
  • Use The Model snapshots options to define how the state of the models at a particular point in time is captured and saved. Select one of the following options:
    • Unlimited: never discard snapshots. This option is required if leveraging model snapshots for time-based reporting (for example, trend detection).
    • Most recent: keep only the most recent state.
  • Use the Predictor binning snapshots options to define how the state of the binning of predictors at a particular point in time is captured and saved. Select one of the following options:
    • Unlimited: never discard snapshots.
    • Most recent: keep only the most recent state or select
    • None: disable capturing the state of the predictor binning.

    Note: The predictor binning snapshots can lead to generating large volumes of data.

ClosedAdaptive Decision Manager update agent

This panel contains additional settings affecting Adaptive Decision Manager.

Pega 7 Platform keeps a local cache of scoring models. Scoring model updates are regularly retrieved from the adaptive data store. The model update frequency is implemented by periodically triggering the UpdateAdaptiveModels agent (Pega-DecisionEngine RuleSet, PegaDM:Administrators access group). The agent runs the pxUpdateModels activity to retrieve model updates. By default, the agent is scheduled to run every 30 seconds. The agent only retrieves scoring models required for executing the strategy and the models that are different from those in the local cache.

  • The Adaptive Decision Manager update agent section shows the status of the UpdateAdaptiveModels agent. If the agent is disabled, you can enable it by clicking Start agent.
  • In the Adaptive Model Update Interval (sec) field, you can change the time interval.
  • Check the Entitled to use Adaptive Decision Manager check box if your software license agreement includes ADM's capability to use predictive data (that is, the ability to define predictors in adaptive model rules).
ClosedVisual Business Director

In this section, define the name of the server in the Host field and the port number in the Port field.

Available in applications that have access to the Decision Management rule sets or in applications built on PegaDM.

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