Comparing rules by system
You can use the Rulebase Compare wizard to identify differences in the rules present on two
Pega Platform
systems. For example, you can use the tool to confirm the success of a product migration between systems, or to identify the changes needed to synchronize two systems.
Select to start the wizard. For instructions on the form, see Using the Rulebase
Compare tool.
You specify the target system and the RuleSet or a
Rule-Admin-Product
rule to
compare. The same RuleSet or
Rule-Admin-Product
must be on both systems. The
comparison processing is performed on the system on which you are running the Rulebase
Compare wizard.
Use this wizard form to specify the target system for the rule base
comparison. Complete the following fields to specify the system you want to compare to your current system. Use this wizard form to specify the ruleset or product that defines the set of rules
you wish to compare. The Parameter Review form displays your target system specification and the rulesets or
product rule you have chosen to compare. Review this information to make sure you are performing the comparison you intend to. The Synchronization Report lists the rules, rulesets, and ruleset versions in which
differences were found between the source and target systems. For each rule the wizard
identifies the action to be performed on the target system to make it match the source system. The wizard identifies the following types of actions: Do not assume that rules with the most recent pxUpdateDateTime values
correspond to the highest version. Rules in any version can be updated at any time.
Click
Export to Excel
to save this listing in a spreadsheet.
Starting the tool
Using the Rulebase Compare wizard — Step 1: Enter System Info
Field Description Select a System If you previously saved a target server definition, select it from the drop-down. Host Name Target server host name. Port The TCPI/IP port number for SOAP connections on the target server. Often this is port 80. Context Root
Target server context root name for the
Pega Platform
application.
HTTPS? Select if the port requires an HTTPS (Secure Socket Layer) connection. Save Click to save this system specification for future use. Saved specifications appear in the Select a System drop-down the next time you use this wizard. Username Enter a valid operator ID for the target server. Password Enter the user password for the operator ID you specified. Next >> Click to continue to the next step of the wizard. Cancel Click to exit the wizard. Using the Rulebase Compare wizard — Step 2: Select Instances
Field Description Specify Collection Method
Select the type of rule collection you want to compare:
RuleSet
or
Rule-Admin-Product.Select Rule Admin Product Parameters
If you selected
Rule-Admin-Product
as the Collection Method, complete the following fields:
Name Select the product rule on the current system that you want to compare with the target system. Version
Select the version of that
Rule Admin Product
that you want to compare.
Select RuleSet Parameters
If you selected
RuleSet
as the Collection Method, complete the following fields:
Click the insert row icon to add a row of ruleset parameters. Add a row for each
ruleset you want to include in the comparison. RuleSet Name Select the name of the ruleset on the current system that you want to compare to
the target system. Choose a ruleset that is present in both systems. Minimum Version, Maximum Version Select the minimum and maximum ruleset versions of the ruleset you have selected
to compare with the target system. The version range must match ruleset versions on
the target system. If you do not specify a range, all versions are assumed. Using the Rulebase Compare wizard - Step 3: Display Summary
Using the Rulebase Compare wizard — Step 4: Display Report
Results
Add – Rules that appear on the source system but that are missing on
the target system. Add these rules to the target system to match the source system. The
system determines additions and deletions by comparing values of
pzInsKey, the permanent handle of a rule. Delete – Rules that are not on the source system but that are found on
the target system. Delete these rules from the target system to match the source system. Update – Rules that have a different time stamp (
pxUpdateDateTime ) on the source system than on the target system.
The wizard only identifies a difference in the update times between the systems for these
rules; the report does not indicate which is more recent. Compare these rules on the two
systems to determine whether you want to preserve the change in the most recently updated
rule or use the older rule without the change.
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