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.

Starting the tool

Select Designer Studio > System > Refactor > RuleSets > Rulebase Compare 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.

Results

The wizard generates a report summarizing the actions you can make on the target system to match the target system with the source system. The wizard identifies three types of actions:

  • 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.