How to Delete a RuleSet in Pega 7

A rule set in Pega 7 can be deleted from the system within the Designer Studio using the Delete a RuleSet Wizard.

Summary

  1. Quick Look at Sample Rule Set to Delete
  2. Delete the Sample Rule Set with the Wizard

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The screen shot below shows an example of an application’s rule set stack. The highlighted Rule Set ProductCatalogSOAP:01-01-01 was created using the SOAP Integration Wizard. For an example on this topic, please refer to the post Example of Pega 7 SOAP Web Service Integration on this blog.

1_RuleSet_Stack

  • The rule set in this example contains 34 rules, clicking on the rule count (34) in the ALL RULES column shows all rules included in the rule set:

2_RulesInRuleSet

Before attempting to delete a rule set, make sure that:

  • None of the rules in the rule set version that is to be deleted are in use.
  • No access group references the rule set version to be deleted.
  • Review rules (listeners, activities etc.) that may reference service rules that will be deleted.
  • No other rule set versions depend on the rule set to be deleted (prerequesites).

To delete the Rule Set, navigate to DesignerStudio > System > Tools > Refactor Rule Sets > Delete a Rule Set.

3_DesignerStudio_Navigate_DeleteRuleSet

  • In the Original Rule Set text field, enter the name of the rule set to be deleted.
  • The magnifying glass icon can be used to search for the rule set in a list.
  • In this case, the name of the rule set is ProductCatalogSOAP.
  • A rule set version can be entered in the RuleSetVersion field. The magnifying glass icon shows a list of all available rule set version, in this case there is only one version, 01-01-01.

4_DesignerStudio_DeleteRuleSet_Step1

  • Click on the Delete button to start the process of deleting the rule set.
  • A progress bar shows the status of the delete operation. Once completed, the wizard shows how many rules were deleted and what rules could not be deleted, if any.

Restoring a deleted rule set: If there are other rules that reference any of the rules that are being deleted, the wizard will list those other rules. In the below screenshot, several (application) rules reference 10 rules in the to-be-deleted rule set. The message shows that out of 34, only 24 rules were deleted in the rule set. The 10 rules that could not be deleted are listed in a table.

7_DesignerStudio_DeleteRuleSet_Step1_DeleteReferencedRules

  • Since the deletion is incomplete in this case, the Restore button can be used to restore the deleted rules.
  • In this case, the 24 deleted rules are restored from a backup ZIP file, that follows the naming convention: <RuleSetName>_<RuleSetVersion>_DELETE.zip.
  • The backup file is created automatically by PRPC when a rule set is deleted.
  • In the below example, the backup file is named ProductCatalogSOAP_01-01-01_DELETE.zip.

8_DesignerStudio_DeleteRuleSet_Step1_Restore

For additional information on the Pega 7 Rule Set Delete Tool, refer to the Pega 7 Help.

Example of FTP Connection to Pega 7 PRPC for Private Virtual Server Installations

When running on a virtual machine as the Pega Exercise System, the PRPC 7 file system can be accessed using an FTP client application such as FileZilla to exchange files between the host system and the virtual machine.

Summary

  1. Access the Virtual Machine running Pega 7 to Confirm that SFTP Server is Running
  2. Using FileZilla FTP Client to open a Connection to the Pega 7 Virtual Machine
  3. Obtaining the IP Address of the Pega 7 Virtual Machine

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  • The Pega 7 Exercise System personal virtual server (PVS) is based on a virtual machine that uses Ubuntu as the operating system by default.
  • Open the VMWare Player and click on the virtual machine name that you want to use.
  • Then click on the link Edit virtual machine settings to review the network settings of the virtual machine.

VMWare Player Edit - virtual machine settings

  • Clicking on Network Adapter will open a view showing the current network connection settings.
  • In this example, the virtual machine is configured to use Host-only so that the virtual machine will be using an IP address in a 192.168 private network with the host operating system.

VMWare Player - Virtual Machine Settings - Network Adapter

  • Click on the Play virtual machine link to start the virtual machine and use the VMWare Player to access the command line. The default login credentials for pega 7 are:
Pega 7.1.6: username = architect and password = password
Pega 7.1.9: username = root and password = install

VMWare Player - Ubuntu Virtual Machine Command Line Login

  • The following command can be used to confirm that the SFTP service is running.
netstat -nltup | more
  • By default, the SFTP service should be running.

VMWare Player - Ubuntu Virtual Machine SFTP Run netstat command

  • A list of active TCP connections will be shown. Look for the one where the port shows 22 and the state shows LISTEN.
  • The IP address 0.0.0.0 indicates that the FTP server is reachable at all of its IP addresses (if it has multiple interfaces).

VMWare Player - Ubuntu Virtual Machine - Confirm FTP Server is running

  • To further confirm that the SFTP server is running properly and that the architect/root users can be used to open a connection, run the following command:
sftp [email protected]
Pega 7.1.6: username = architect and password = password
Pega 7.1.9: username = root and password = install

VMWare Player - Ubuntu Virtual Machine SFTP Confirm Localhost Connection

  • To close the SFTP connection and to exit the program, enter: quit.

  • The FileZilla client for Windows and Mac can be downloaded for free from the source below.
  • Install the client and the run it. Navigate to File > Site Manager and add a new site by clicking on the New Site button.
  • Enter the SFTP connection parameters as shown below.
Host: prpc or IP address, here 192.168.241.128
Port: 22 or blank for default, which is 22 for SFTP
Protocol: SFTP - SSH File Transfer Protocol for secure FTP over SSL
Logon Type: Normal …with username and password
User: architect for 7.1.6 or root for 7.1.9
Password: password for 7.1.6 or install for 7.1.9

FileZilla - Site Manager Create New Site

  • Click on the Connect button to open the connection.
  • A message may appear, asking if the server SSL certificate should be trusted. Click on Yes to continue.
  • FileZilla can now be used to navigate the file system of the virtual machine and to copy files to and from the host operating system.

FileZilla - Access Pega PRPC File System on Virtual Machine Ubuntu

  • Note: FileZilla can also be used to set file permissions. Right-click on a directory or file and select File permissions from the context menu.

FileZilla - Context Menu Change File Permissions

  • The dialog can be used to set read, write and execute permissions for owners, groups and public.

FileZilla - Change File Attributes

  • Note: If the Designer Studio or the FTP server are not reachable using the prpc hostname, the IP address of the virtual machine should be used instead.
  • Open the VMWare command line and log into the virtual machine. For Linux based PVS, execute the command:
ifconfig -a
  • In this case, the IP address that is used by the PVS virtual machine is 192.168.241.128.

VMWare Player - Ubuntu Virtual Machine Run ifconfig to get IP Address

  • From the Windows or Mac host machine, confirm that the virtual machine is reachable by the given IP address.
  • On Windows, open a command line window by clicking on the Start icon and entering cmd in the text box of the Windows menu.
  • The cmd program should be listed at the top of the list under Programs.
  • In the cmd window execute the ping command using the ip address that was obtained from the VM command line using the ifconfig command. Here it is, 192.168.241.128.

Windows 7 Command Line Ping Ubuntu Virtual Machine

  • If pinging the virtual machine was successful, continue with section 3 below. If not, it may be necessary to change the network settings of the VM in the VMWare Player (…NAT, Bridged).
  • In addition, make sure that there are no firewall issues on the host machine.
  • If the host machine is in a VPN, this could also cause problems with resolving the IP address of the VM.