How to exclude a Test Case Ruleset from Production deployment using Pega Deployment Manager

General
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Hi Team,

I have a question regarding Pega Deployment Manager and ruleset promotion across environments.

We have a deployment pipeline with the following environments:

Development → Test → Stage → Production

We have two types of rulesets:

  1. Main application ruleset – This needs to be promoted through all environments, including Production.

  2. Test Case ruleset – This is required only for testing purposes in the lower environments.

Our requirement is that the Test Case ruleset should be deployed to the Test and Stage environments, but it should be skipped when promoting the application to Production. Only the main application ruleset and the required application rules should be deployed to Production.

Could someone please advise on the recommended/supported approach in Pega Deployment Manager to achieve this?

Specifically:

  • Can we configure Deployment Manager to exclude a particular ruleset from the Production deployment?

  • Should this be handled through the deployment package configuration, pipeline configuration, or ruleset configuration?

  • Is there a Pega-recommended best practice for managing Test Case rulesets so they are available in lower environments but not deployed to Production?

Any guidance or documentation on the recommended approach would be greatly appreciated.

Thanks!

2

It is generally recommended to have test rulesets in their own test application(test app will be built on the main production application). And also a dev application(for all the branching rulesets) which is built on the test app.

This way, it is easier to manage deployments with different pipelines and you can control the pipelines differently, main application can go all the way to prod, while test app can stop after stg.

3

@subramanyamv16655245

In our client project, we use a layered application structure where test case rulesets are deployed only to Stage and not to Production, which aligns with Pega best practices. The development (branch) application is built on a test application containing the test case rulesets, which in turn is built on the main application that progresses through all environments, including Production. In Pega Deployment Manager, configure the pipeline to use the test application, and the test case rulesets will be automatically included through Stage while being excluded from Production deployments. We’ve been doing this past 4-5 years for our Pega client and the model is pretty mature. Please let me know if you need additional details or screenshot.