skim

Skimming is the act of taking the highest version of a rule and saving it into a new, higher ruleset version. As a result, it applies mainly to rule resolved rules, and there are exceptions to what gets skimmed based on the availability of the rule as well as the type of skim being performed.

Traditionally, there are two types of Skims, Major and Minor. These reflect the tri-partite naming convention for ruleset versions, Major-Minor-Patch. During a Minor skim, rules are stored in a higher Minor version, and during a Major skim, rules are stored in a higher Major version.

Examples

Major: Skimming rules in 06-05-01 through 06-09-25 into 07-01-01

Minor: Skimming rules in 06-05-01 through 06-09-25 into 06-10-01

Major Skim

During a major skim, rules with Availability of 'Yes', 'Blocked', and 'Final' are carried forward. Rules with availability of 'No' (not available) or 'Withdrawn' are filtered out. Blocked rules are carried forward because a Blocked rule can block rules in other rulesets, and that relationship should be maintained if it exists.

Minor Skim

During a minor skim, rules with Availability of 'Yes', 'Blocked', 'Withdrawn' and 'Final' are carried forward. Rules with availability of 'No' (shown as 'Not Available' in the table below) are filtered out.

Table of rules carried forward

The following table displays which rules are carried forward, based on availability.

	Available	Not Available	Final	Withdrawn	Blocked
Major	Yes	No	Yes	No	Yes
Minor	Yes	No	Yes	Yes	Yes

Invoking Skim

To invoke the Skim tool, call on the PegaRULESMove_RunBachReq activity. This activity accepts an input parameter called mode. For general skimming, this property should be set to "skimming".

Performing Skim operation in Designer Studio

1. In Designer Studio, select >System >Refactor> RuleSets >Skim a RuleSet to begin the skim operation.
2. Choose whether to perform a Major Version RuleSet Skim or a Minor Version RuleSet Skim.
3. Select the RuleSet.
4. If performing a Major skim, choose the Major Version to skim from. If performing a Minor skim, choose the Minor Starting Version and Ending Version.
5. Enter the New Version to skim to.