Application Guardrails landing page

The Guardrails landing page helps you understand how compliant an application is with PRPC's best practices by reporting on key metrics such as warnings, alerts, and custom rules. Regularly examine these tabs on this landing page as part of your governance process.

Access this landing page by selecting the > Application > Guardrails menu item.

The following tabs are available on this landing page:

• Compliance Score
• Summary
• All Warnings
• Charts

Warnings indicate conditions that can degrade system reliability, performance, and data integrity. Strive to eliminate these conditions before putting rules into production.

NOTE:  The metrics displayed on the tabs of this landing page do NOT include warnings on rules imported from other PRPC systems. For these rules to appear in warning calculations, you must explicitly re-save them.

Compliance Score tab

This tab details guardrail violations from an executive level point of view. Use the displayed metrics to understand how complex or custom code is introduced over time and how those changes impact project quality:

1. Make selections in the application scoping control to isolate which application layers you want to evaluate. By default, the current application is selected.
2. Specify values in the From date and To date fields to isolate rules that were last updated within that date range. By selecting different dates, you can see compliance trends and begin to correlate development changes with fluctuations in the number of warnings.
3. Click Apply filter to update metrics based on your selection criteria.
4. Review % Compliant rules to understand the percentage of rules in your application that are free of all warnings, including severe, moderate, and caution warnings.
5. Click on the number of Rules with warnings or Rules with unjustified warnings to see a list of rules by name, rule type, applies to class, last update time, and who made the last change.
6. Review your application's compliance score . This 0-100 value measures overall application compliance and appears in the weighted score field.
7. Review metrics in the System alerts by week chart to understand alert and interaction count trends over time (up to the last 4 weeks).
8. Use the Export to PDF button to generate a single report of all metrics on this tab for further review or distribution.

Tips:

• Be aware of the following caveats for calculating metrics on this tab:
  • All property rules are excluded
  • All rules in Pega* rulesets are excluded
  • All rules checked out by your operator (across all applications to which you have access) are included.
• Clear all date filters and select all application layers before exporting data for review by external stakeholders. This ensures the weighted score is representative of the development changes intended for production.
• Refer to PDN for a dictionary of rule warnings and steps to resolve each type.

Summary tab

This tab gives a visual representation of the number of warnings in your application by displaying two, color coded bar graphs. Use the displayed metrics to understand warning distribution across rule type and severity:

1. Make selections in the application scoping control to isolate which application layers and classes you want to evaluate. By default, the current application and "All Classes" are selected.
2. Specify values in the From date and To date fields to isolate rules that were last updated within that date range.
3. Filter results by selecting warning Severity types. Choose from: severe, moderate, and caution.
4. Filter results by selecting warning Justification types. Choose from: justified and unjustified.
5. Click Apply Filter to update the graphs with your selections.
6. Interact with the two graphs by hovering over different bar segments, expanding rows, and clicking on links.
7. Click Schedule Report to email recurring reports on these metrics to project stakeholders. (See detailed instructions below).

Here are more details on how to interact with the vertical bar graphs:

All Warnings tab

This tab displays all warnings in your application(s) in a table format. Each row represents one warning; it is natural to see the same rule appear more than once since it can have multiple warnings associated with it.

Inspect each row to understand full details about each warning:

1. Make selections in the application scoping control to isolate which application layers and classes you want to evaluate. By default, the current application and "All Classes" are selected.
2. Interact with the table by sorting columns and filtering values.
3. Expand a row to quickly see a consolidated list of all warnings for a particular rule.
4. Open items for further inspection by clicking on a rule name, class name, operator ID, or ruleset name.
5. Click Schedule Report to email recurring reports on these metrics to project stakeholders. (See detailed instructions below).
6. Click Export to Excel to save these metrics to your local system for offline analysis.

Charts tab

Review the charts on this tab to understand key guardrail metrics:

1. Make selections in the application scoping control to isolate which application layer you want to evaluate.
2. Filter the chart data by date by specifying a value in the Include rules modified on or after field.
3. Choose to include or omit justified warnings in the chart data.
4. Click Apply Filter to update the graphs with your selections.
5. Interact with the charts by hovering over graphics, clicking values or selecting one of the available Chart Options: change dimension (2D or 3D), maximize the chart by opening a new window, view a summary report of the source data, or export the chart data to a PDF.

Here are more details on the available charts:

How to schedule a report

The schedule report feature is available on the Summary and All Warnings tabs.

1. Click Schedule Report to launch a window with configuration options.
2. Select a frequency to send the report: "Daily" or "Weekly".
3. Select Send notifications to the following users to have the system email notifications of the report.
4. For each desired recipient, click and specify an operator name in the grid.
5. To unsubscribe a user, remove the operator name from the grid.
6. Click Submit when finished.

NOTE: These email notifications are sent using the standard DefaultNotify email account. Ensure this standard email account is configured properly to send outbound emails from your system.

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