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Managing development standards

Suggest edit Updated on December 13, 2021

Policies help you enforce development best practices on the application by validating a selective list of high-value guardrail warnings. If Deployment Manager finds any violations, it throws an error and reports the rules in violation of the guardrail warning. Enforce a policy by adding the Validate development standards task to your pipeline. Using this feature reduces the risk of performance and security issues on Pega Platform or strategic application updates. This also helps you maintain an efficient, sustainable, and guardrail compliant application.

Default policy

The default policy within Deployment Manager ensures that the application follows standard best practices, and enforces selective guardrail warnings in addition to the built-in guardrail compliance checks. Follow the steps below to view a list of the guardrail warnings included in the default policy.

Viewing policies in Deployment Manager

Policies define the list of the guardrail warnings that Deployment Manager enforces on an application. You can select a default policy with recommended guardrail warnings used to validate the application's development best practices.

Note: To manage policies you must have the ManagePolicy privilege associated with your user. If the policies are created differently for each application, the name of the policy should indicate the application name it applies to. To view the validations included in a policy, perform the following steps.

  1. From the Deployment Manager portal, click Settings Policies.
  2. The Policies screen provides a list of all policies for your application. By default, Deployment Manager populates the Default policy.
    List of policies for a given application.
    List of policies for a given application.
  3. To view the validations included within a policy, click the policy name.
  4. Deployment Manager now displays a list of all validations included within the policy.

    Validation list included within a policy.
    Validation list included within a policy.

Creating your own policy

Creating your own policy allows you to create a customized suite of validations to meet your business needs.

To create your own policy, perform the following steps.

  1. From the Deployment Manager portal, click Settings Policies.
  2. Click Add policy.
  3. To begin adding your customized warnings, click Add warnings.
  4. A list of default warnings appears, click the checkbox to add any warnings you would like to apply to your policy.
  5. To add a warning that is not included in the default list:
    1. From the Add policy screen, click Additional warnings.
    2. Click Add warning.
    3. In the additional warning dialogue box, enter a name for your warning in the Name field.
    4. Enter a brief description in the Description field.
    Note: These Pega Platform guardrail warning names must already exist within the system. Refer to Data-Rule-Summary.GetUniqueWarningsList report definition for the list of all warnings present in a specific application.
  6. To create a copy of your policy, find your policy on the Policies screen and click the Action button Create a copy.

Using policies in your pipeline

Add policies to your application pipeline for rule validation.

To start utilizing the policy validation feature, add the Validate development standards task to your pipeline model.

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