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Configuring 1:1 Operations Manager and Revision Manager

Updated on April 12, 2021

Create an application overlay to define the extent to which business users can change your application through the Pega 1:1 Operations Manager.

Task IDTask-030201
Primary roleLead System Architect
Secondary roleN/A
Tertiary roleN/A

Understanding Revision Management

Revision management is a Pega Platform feature that enables business users to take ownership of parts of the enterprise application. Users can make controlled changes in the business sandbox and test the changes in a production environment within the boundaries defined by IT.

Most marketing artifacts can be included and updated in revisions. Revision managers can start a new revision and create change requests within the revision. A change request can contain marketing rules and be assigned to a marketer.

Configuring Operations Manager and Revision Management

Before starting: Access the Organization landing page and create a customer organizational structure. For more information, see the Organization chart tab on the Organization landing page.

The New Application wizard creates a customer application with the naming convention OrgNameOpsManager and a set of access groups for the application. Create your own operators, and then apply the appropriate access groups. The following access groups are created: <your implementation application>:OpsManagerAdmin.

This is an access group for administrators and developers. The default portal for operators in this access group is  Dev Studio. This access group also grants access to Prediction Studio, App Studio, and the Pega 1:1 Operations Manager portal. A user in the OpsManagerAdmin group is responsible for extending and making changes to the  Pega 1:1 Operations Manager implementation application, and for maintaining the application after it is implemented.

Note: The Pega 1:1 Operations Manager implementation application must be higher on the list of built on applications than the Pega Marketing implementation application.

In order to use Revision Management, perform the following tasks:

  1. Log in to Dev Studio using a Pega Marketing operator ID with the RevisionManager access group.
  2. Create an application overlay by using the Create New Application Overlay wizard. For more information, see Creating application overlays.
  3. After the wizard creates the overlay, edit the overlay application's skin rule to use the OperationsManagerSkin.
  4. Click Save.
  5. In the Built on applications section of the application definition for your overlay application, click Add application.
  6. Add the following applications to the list of built on applications:
    • Your Pega 1:1 Operations Manager implementation application
    • Your Pega Marketing implementation application
  7. On the Cases & data tab, in the Case types section, delete the Subscription case.
  8. Click Save.

Best practices

Use the revision management only for business changes. If there is IT involvement needed, like changes in the data model, revision management should not be used. For those changes, it should start in the development environment and move up to finally production.

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