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Merging rulesets and ruleset versions in a RuleSet Maintenance wizard

Updated on November 15, 2021

Increase efficiency and speed up your application development by merging rulesets and ruleset versions. As a result, you make managing the resources in your system more convenient.

For example, if you have multiple rulesets with rules that define user interface of your application, you can merge the ruleset to have all the UI elements in one place.
Before you begin: Unlock and check in rules that you want to merge and a target ruleset version where you want to save the rules. For more information, see Defining the security of a ruleset and Checking in a rule.
  1. In the header of Dev Studio, click ConfigureSystemRefactorRuleSets.
  2. On the Rulesets tab, in the Refactor Rulesets Utilities list, click Copy/Merge RuleSet.
  3. In the RueSet Maintenance section, in the list of options, select Merge Source RuleSet(s) to Target RuleSet.
  4. Specify the type of resources that you want to merge:
    • To merge rulesets, select Entire RuleSets .
    • To merge ruleset versions, select RuleSet Versions.
  5. In the Available Source RuleSet(s) list, select rulesets or ruleset versions that you want to merge, and then click Move.
    Tip: To move all rulesets or ruleset versions, click Move all.
  6. Optional: To specify the order in which the wizard processes ruleset versions, in the Order of precedence during Copy/Merge list, reorder the ruleset versions by clicking the Move up and Move down buttons.
    If you work with multiple ruleset versions, the wizard processes ruleset versions in the order from top to bottom of the list. As a result, the wizard processes rules from the top of the list first and omits duplicate rules in the following versions in the list. Then the wizard processes any remaining rules in the second ruleset version in the list and omits duplicates in the following versions. The wizard continues to process rules in the same way until the end of list.
  7. In the Target section, in the Target RuleSet Information column, provide information about the target ruleset:
    1. In the Name field, enter the name of the target ruleset.
    2. If you merge ruleset versions, in the Version field, enter the version of the tagret ruleset.
    Tip: You can use existing values or create a new ruleset and a ruleset version.
  8. In the Target section, specify how you want the wizard to behave after the merge is complete:
    • To delete the source rulesets, select Yes.
    • To keep the source rulesets, select No.
    For example: The following figure shows a sample configuration when copying ruleset versions:
    Merging rulesets
    RuleSet Maintenance wizard with a sample configuration to merge rulesets.
  9. Optional: If you merge ruleset versions, to copy rulesets with ruleset prerequisites, select the Copy missing Ruleset Prerequisities check box.
  10. Optional: If you merge ruleset versions, to exclude non-versioned rules from the merge operation, in the Which non-versioned rules do you want to modify? section, in the Type list, clear the check boxes of the rule types that you want to omit.
    Note: When you select Libraries and Functions from the list of non-versioned rules, the wizard merges all functions when the ruleset name changes. When the ruleset name is the same and only the version changes, the wizard treats the functions as versioned rules.
  11. Click Next.
  12. In the RuleSet Maintenance section, analyze information about source and target rulesets for the merge operation.
  13. To run the operation in the background, in the Run as a background process? row, selectYes.
    Merging rulesets and ruleset versions as a background process saves you time when the source ruleset versions contain a significant number of rules. If you have an email account configured in Pega Platform, you receive an email when the process is complete.
  14. Click Merge.
  15. When the copying is complete, in the RuleSet Maintenance section, review the results of the operation.
  16. Optional: To review a detailed list of copied rules, click Click here to view list of Processed Rules.
    1. Optional: To share the list of rulesets with other developers or to review the list offline, in the DisplayRulesProcessed window, click Export Page to Excel, and then close the window.
  17. Click Done.

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