Specifying the content of a product rule

Specify the applications, rulesets, instances, and .jar files to include in the product rule.

You can include an entire application in a product rule, or you can individually select the rules and data to include.
  1. On the Product rule form, click the Contents tab.
  2. Optional: To include an entire application in a product rule, under Applications to include, enter the application Name and Version. You can specify more than one application. Use the check boxes to modify the application contents.
    1. To include application data, select the Include associated data check box.
    2. To include production rulesets, select the Custom/Production rulesets check box.
    3. To include shared rulesets, select the Shared/Component rulesets check box.
    4. To include all versions of the application in the product rule, select the Delta mode check box. To include only the current version of the application, clear the Delta mode check box.
      Note: If you select Delta mode, some of the ruleset versions (instances of the Rule-Ruleset-Version rule type) might be excluded from the archive. During the application import process, if these rules are missing both from the system and the archive, the system adds a warning to the log file. If a required rule is excluded, correct and reimport the product rule.
    5. To include comments that are included during rule check-in, select the Include rule history check box.
    6. To include the instances of the custom data types (classes) that are associated with this application, select the Include data types check box.
      If you select this check box, data types are exported regardless of whether they are associated with a ruleset in the application.
    7. To update dependent applications so that they are built on the latest version of the application, select the Update dependent applications check box for each built-on application.
      When you import the generated archive, you can automatically update dependent applications that are built on an earlier version of the application to use the latest application version. For more information, see Updating dependent applications with the latest versions of built-on applications.
  3. Optional: To include only a specific ruleset in the product rule, under RuleSets to include, enter the ruleset Name. You can specify more than one ruleset. You do not need to specify any rulesets that are part of the applications that you specified in the step above.
    1. To filter the ruleset by version number, enter a Minimum version and Maximum version; otherwise, the ruleset includes all versions.
      To create a product patch, which is a .zip file containing a single version, enter the same patch version (NN-NN-NN) in both fields.
    2. If you do not filter the rulesets by version number, and you want to exclude rule types that are associated with a ruleset but not with a version, select the Exclude non-versioned rules check box. By default, non-versioned rules are included.
      These non-versioned rules include the following:
      • 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-SOAP rule type)
      • Class rules ( Rule-Obj-Class rule type)
      • Ruleset name rules ( Rule-RuleSet-Name rule type)
      • Rulesetversion rules ( Rule-RuleSet-Version rule type)
      • Service rules (for example, Rule-Service-SOAP rule type)
      Note: Exclude non-versioned rules overrides the settings in the Global exclusions section.
    3. To include data instances, such as access groups, class groups, and integration resources, select Include Associated Data.
    Result: The Application Context field displays the name of the application that the Import wizard uses to validate the contents of the specified ruleset.
  4. Optional: To exclude classes of rules from the rules specified in the Applications to include and RuleSets to include sections, complete the Global exclusions section.
    Note: During the application import process, if required rules are missing from both the system and the archive, the system adds a warning to the Pega log.
  5. Optional: Under Class instances to include, identify class instances to include in the archive. You can include instances from any class, but typically this is used for data classes such as access groups, organizations, and so forth. For abstract classes, include the final hyphen in the name.
    1. To include instances from descendant classes, select the Include descendants? check box. You can exclude particular descendants by entering their names in the Exclude classes field. You can specify more than one class name by separating them with a comma.
    2. To filter the instances to include when the class is concrete and your filter criteria depend only on Single Value properties that are exposed as database table columns, enter a list view rule name in the ListView filter 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 archive. Reference only exposed properties in the Field column of the Criteria section. Also ensure that the report source Activity name is GetContent. On the Display Fields tab, ensure that pzInsKey is the only field listed under Show these fields.
    3. To filter the instances to include when the class is concrete and you are not using a list view filter, enter a when rule name in the When filter field. In the when rule, define the criteria that select the instances you want to include in the .zip archive.
    Note:
    • If you include descendants, the filters are ignored.
    • You cannot use both a when filter and a list view filter for the same class.
    • Using a when filter significantly degrades export performance. You can avoid this degradation by using the list view filter.
    • Carefully consider any dependencies among data instances or between data instances and your rules. These data instances might require adjustment after they are uploaded into the destination Pega Platform system.
    • Agent schedule instances include node IDs which are system-specific; do not include agent schedule instances in a product rule if you plan to export the product rule to another system.
  6. Optional: To include an individual instance that is not in the applications, rulesets, and class instances that you have already listed, select the instances under Individual instances to include.
    Note: The system imports the instances in the order in which you list them. The order is important if your application includes views that reference each other. Listing the view instances in the wrong order can create dependency tree errors.

    Additionally, you cannot list instances of data objects in this section. To list instances of data objects, use the Class instances to include section.

  7. Optional: To include a .jar file in the product rule, enter information in the Jar files to include section.
  8. Edit the File details to update the creation date and short description of the product rule.
    1. To include unlocked rulesets, select the Allow unlocked ruleset versions? check box.
      By default, the product includes only locked rulesets.
  9. Click Save.