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Creating data sets to ingest customer data

Suggest edit Updated on September 21, 2021

Create data sets to hold the files that you want to transfer.

The goal of this procedure is to create the following rules with sample parameter values:

Rule typeRule nameRuleset
Data setUPlusImportAccountUPlusCDH-Rules:01-01-01
Data setUPlusImportSubscriptionUPlusCDH-Rules:01-01-01
Data setUPlusImportHoldingUPlusCDH-Rules:01-01-01
Important: When you configure these rules in your system, use the values that are appropriate for your system.
  1. In the navigation pane of Dev Studio, click Records.
  2. Expand the Data Model category, and then click Data Set.
  3. On the Data Set tab, click Create.
  4. On the New tab, configure the following parameters:
    1. In the Label field, enter UPlusImportAccount.
    2. In the Type field, select Type.
    3. In the Apply to field, enter the name of the applicable customer class, for example, UPlusCDH-Data-Comms-Account.
    4. In the Add to ruleset fields, select UPlusCDH-Rules and 01-01-01.
  5. Click Create and open.
  6. In the Data source section, select Files on repository.
  7. In the Connection section, enter the name of your Pega Cloud repository, for example, pegacloudrepository.
    Data source and connection configuration
    Data source and connection configuration
  8. In the File configuration section, configure the parameters for the manifest file:
    1. Select Use a manifest file.
    2. In the Manifest file path field, enter the path to your manifest file.
    3. If the manifest file is compressed, select the File is compressed check box, and then select the compression type.
    Manifest file configuration
    Manifest file configuration
  9. In the Parser configuration section, configure the following parameters:
    1. In the File type field, select the type of files to be ingested, for example, CSV.
    2. Click Configure automatically to automatically configure the parser settings for the files in your data set.
    Parser configuration
    Parser configuration
  10. Click the Mapping tab, and then adjust the mapping between the columns in the files to be ingested and the corresponding properties in the customer class.
    Sample mapping
    Mapping of CSV file fields to Pega Platform properties. For
                                example, customerID field is mapped to .CustomerID property.
  11. Click Save.
  12. Repeat steps 3 through 11 to create the other two data sets:
    • UPlusImportSubscription
    • UPlusImportHolding
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