Application update scenarios to support Pega Express methodology

To start planning your microjourney in a user-friendly, transparent, and holistic way, first update your application. As a result, you can visualize the key elements of your cases – case types, personas, and data – on one screen, so that you can improve your understanding of the needs of your customers.

Note: You only need to update your existing applications. When you create a new application in App Studio, it supports the Pega Express methodology by default.
Updating proceeds in the following order:
  1. When you open your existing application in App Studio, a pop-up window appears that prompts you to update.
  2. After you accept an update, your application creates rules corresponding to data objects and personas. Your application uses an unlocked ruleset or a branch to store the rules.

    By default, your application uses logic to choose the best unlocked ruleset. If you want to specify a ruleset to store the new rules, specialize the pySetUpgradeRuleSet data transform. For more information, see Data Transforms.

  3. When the update is complete, you need to merge the new personas and data objects rules.

    For more information about merging rulesets, see About the Ruleset Maintenance wizard.

    For more information about merging branches, see Merging branches into target rulesets.

If your application includes built-on applications, update the built-on apps first. If you update your built-on apps first, when you update your current app, it only references the data objects from your built-on apps. By updating your current app first, it creates the data objects that it uses from the built-on apps. If you update your built-on apps later, it duplicates the data objects. As a result, when you start by updating your built-on apps, you save time and resources.

Updating an application without built-on apps

During the update, your application performs the following tasks:
  • Creates new data objects that correspond to all the data types that are present in your application.
  • Creates personas that correspond to all the access groups in your application that do not have access to Dev Studio, App Studio, Admin Studio, or Prediction Studio.
  • Matches releases with color-coded symbols, if your application includes releases. If your application does not include any releases, it creates new releases.

Updating an application with built-on apps

During the update, your application performs the following tasks:
  • References existing data objects from the built-on apps to avoid duplicating items, if you update the built-on apps first.
  • Creates personas that correspond to all the access groups in your current application and built-on apps that do not have access to Dev Studio, App Studio, Admin Studio, or Prediction Studio.
  • Matches releases with color-coded symbols, if your current application or built-on apps include releases. If your application does not include any releases, it creates new releases.