Creating application overlays

Create an application overlay to define the extent to which business users can change your decisioning application. You specify the application, revision ruleset, and access group for the overlay.

You create an application overlay by using the Create New Application Overlay wizard.

  1. In Dev Studio, click Configure > Decisioning > Infrastructure > Revision Management > Application Overlays.
  2. Click New.
  3. In the Create New Application Overlay wizard, click Create.
  4. Configure the application overlay by following these steps:
    1. Provide the application overlay details.
      1. In the Name field, provide the unique name of the application overlay. The Name field is populated with the enterprise application name by default. The Description and Revision ruleset fields populate automatically after you have entered an application overlay name.

      2. Optional: Change the automatically generated application's short name:
        1. Click the application short name.

        2. On the Application Short Name dialog box, enter the new application short name and click Submit. The number of characters must not be greater than 14. Use the short name to identify application records across all systems.
      3. Provide a meaningful description of the application overlay.
      4. Optional: If required, change the automatically generated revision ruleset name.
      5. Click Next to advance to the next step.
    2. Specify access groups and roles.

      In this step, you can add or edit the default access groups for the application overlay. The wizard has three default access groups (decision architect, revision manager, and strategy designer). Each access group is associated with an editable set of roles that define the scope of activities that a specific access group can perform in revision management.

      1. Add access groups:
        1. Click New Access Group.

        2. Specify the name of the new access group.
        3. Place your cursor in an empty Roles field, press the Down Arrow, and select a role from the set of available revision management roles.
        4. To add access roles for revision management, click Add Role. To view information about an access role, click Details next to the role that you want to review.
      2. Edit the default access groups. Click the name of the access group and then perform one of the following actions:
        • Click Add Role to select and assign a role to the access group.

        • Click the Delete item icon to remove a role from the access group.
      3. Click Submit to confirm updates.
      4. Click Next to advance to the next step.
    3. Select the applicable rules.

      Select rules to make them available for revision management. You can select multiple types of rules, for example, Strategy, Data Flow, Decision Data, and so on. The available rules are part of the current application. You cannot select rules that are included in other application overlays or the rules in the Pega- ruleset.

      1. Select the check box next to each rule that you want to enable for revision management.

        To enable all available rules at one time, select the Name check box.

      2. To enable all selected rules for revision management, click Include for revision management. The Rules available for revision management section is displayed. The section is populated with the rules that you selected for revision management. You can remove or add additional rules in this section.
      3. Click Next to advance to the next step.
    4. Review the application overlay settings.
      1. Review the configuration of the application overlay.

      2. Click Create to build the application overlay.

        The wizard generates the application overlay, including a development ruleset branch whose name follows the <ruleset_name>RM pattern.

        Creating an application overlay alters the application record so that it includes the locked revision ruleset.


When the configuration is complete, you can export a RAP file that contains the application overlay and all operator accounts to be deployed in other environments.