About the bulk Revalidate and Save tool

Basics

You can force revalidation in bulk of selected rule or data instances of a single type.

For example, you can revalidate all Operator ID instances, or all flows in a specific RuleSet and version.

The Revalidate and Save tool is useful in various situations, including the following:

• After you import a .zip file archive of rules that may depend on rules previously present, or that were exported from a lower-version Pega Platform system.
• To confirm that rules pass current validation requirements.
• To propagate the effects of changes you made to some rules to other rules that reference those rules.

This operation is similar to opening and then saving each selected rule or data instance. If an instance fails validation, the previous version is unchanged.

Every saved rule or data instance was previously validated at least once, at the time it was most recently saved. The instance was valid at that time in the environment, system, and context in which it was saved. Revalidation is desirable to confirm that nothing in the current environment makes the object invalid.

If an instance passes validation, the History tab is updated with your Operator ID, the current date and time, and current system in the Updated row. For rules, a history detail instance is added with your memo and the notation Bulk Update.

Starting the bulk revalidation tool

To revalidate rule or data instances:

1. Select Designer Studio > System > Release > Upgrade > Validate.
2. Complete the form. See Help — Using the Revalidate and Save tool for instructions.
3. Click Run to begin revalidation.
4. As it executes, the Revalidate and Save tool marks valid rules (or data instances) with a checkmark; rules not valid are marked with a red X. Hold the mouse pointer over the red X to see the error message. Click the Open icon to open the instance.

Notes

• If an instance fails validation, the previously saved instance remains and is unmodified.
• Depending on the number of rules or data instances selected, this processing may require minutes or hours to complete.
• Note any rule or data instances that fail validation. After making corrections, you can click Clear Status and rerun the test.
• For some rule types, validation of an instance may fail because another instance is invalid. Running the Revalidate and Save tool a second time may allow instances that failed the first time to validate.
• You can revalidate rules that belong to a locked RuleSets version, excluding RuleSet versions that form the Pega Platform product. The History tab and history details are updated to reflect a successful revalidation; other aspects of the rule (as visible on the form) do not change.
• Some rules may present warning messages. Warning messages do not indicate that the rule failed to validate or save. Use the Guardrails landing page to see rules that have warnings.
• For an automated approach, see PDN article How to revalidate all rules in a RuleSet.

Tools — System

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