Configuring dynamic references to external systems by using the Global Resource Settings feature

When you migrate applications from one server or environment to another, references to the external systems that those applications connect to, such as endpoint URLs and JNDI servers, might change. By using the Global Resource Settings feature, you can set values for these references without hard coding them into your application.

1. Create a class to hold the references to external systems (also known as environment properties).
2. Create a property for each reference to an external system. These are the environment properties. Pega Platform includes standard embedded classes and default properties for each rule form that supports the Global Resource Settings syntax. For information on how to use these embedded classes to create properties, see the Pega Community article How to reduce maintenance of service rules and listeners with Global Resource Settings.
3. Set the values of the environment properties. As a best practice, use a data transform to set these values.
4. Create a data page rule that references the class from Step 1 and the data transform from Step 3.
5. Update the LoadResourceSettings activity to load the data transform that you created in Step 3.
6. Use the Resource Settings syntax (= PageName.PropertyName ) when entering references to external systems.

For more information on the Global Resource Settings feature, see the Pega Community article How to reduce maintenance of service rules and listeners with Global Resource Settings.

For a list of fields, see Fields that support the Global Resource Settings syntax.