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Creating data sets to ingest customer data

Updated on May 30, 2022

This content applies only to Pega Cloud environments

Create data sets to hold the files that you want to transfer.

The goal of this procedure is to create the following rules with sample parameter values:

Rule typeRule nameRuleset
Data setUPlusImportAccountUPlusCDH-Rules:01-01-01
Data setUPlusImportSubscriptionUPlusCDH-Rules:01-01-01
Data setUPlusImportHoldingUPlusCDH-Rules:01-01-01
Important: When you configure these rules in your system, use the values that are appropriate for your system.
  1. In the navigation pane of Dev Studio, click Records.
  2. Expand the Data Model category, and then click Data Set.
  3. On the Data Set tab, click Create.
  4. On the New tab, configure the following parameters:
    1. In the Label field, enter UPlusImportAccount.
    2. In the Type field, select File.
    3. In the Apply to field, enter the name of the applicable customer class, for example, UPlusCDH-Data-Comms-Account.
    4. In the Add to ruleset fields, select UPlusCDH-Rules and 01-01-01.
  5. Click Create and open.
  6. In the File location section, select Files on repository.
  7. In the Configuration section, enter the name of your Pega Cloud repository, for example, pegacloudrepository.
  8. In the Path section, configure the parameters for the manifest file:
    1. Select Use a manifest file.
    2. In the Manifest file path field, enter the path to your manifest file.
    Repository and manifest file configuration
    Repository and manifest file configuration
  9. Optional: In the Data protection section, enable data protection.
  10. In the File configuration section, configure the following parameters:
    1. If the files are compressed, select the Enable file compression checkbox, and then select the compression type.
    2. In the File type field, select the type of files to be ingested, for example, CSV.
    3. Click Configure automatically to automatically configure the parser settings for the files in your data set.
    File configuration
    File configuration includes compression, custom stream processing, file type, date and time format, and other settings.
  11. Click the Mapping tab, and then adjust the mapping between the columns in the files to be ingested and the corresponding properties in the customer class.
    Sample mapping
    Mapping of CSV file fields to Pega Platform properties. For example, customerID field is mapped to .CustomerID property.
  12. Click Save.
  13. Repeat steps 3 through 12 to create the other two data sets:
    • UPlusImportSubscription
    • UPlusImportHolding

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