How to export Operators ?
Hi,
I'm a newbie ;) and I need to export all operators defined on Pega (on csv, xls or other, it doesn't matter): do you know how to do it ? Thanks
It's because I've got CELS 7.2.1 and I want to disable or change password to all operators that I don't need.
Regards
Accepted Solution
Pegasystems Inc.
US
Hi,
Based on your screenshot it looks like you are working on PegaRULES ruleset using [email protected] login, to create a new rule you need to have the application and corresponding operators to work with. So you login with any operator who has the access to create the rules and try to perform the save as of pxRetrieveAllOperators into your unlocked ruleset.
Note: If you dont want your custom report then use pyDefaultReport from Data-Admin-Operator-ID which contains all the options enabled by default.
Regards
Mahesh
Pegasystems Inc.
IN
You can write a report definition on Data-Admin-Operator-ID class and run the report definition.
When you run the RD you will see the results in a report viewer.
CLick on the Actoins button of the report viewer you will see export to excel
Pegasystems Inc.
US
Hello,
You can use the OOTB report definition pxRetrieveAllOperators which applies to Data-Admin-Operator-ID to fetch all the operator details.
Regards,
Mahesh
Capgemini
FR
Hi,
Thanks! The OOTB RD pxRetrieveAllOperators is exactly what I want!
But when I run it, I can't export results in a file (I've only have the "Refresh" button). I've tried to modify by checking "Enable actions" in the "Report Viewer" tab but when I run the RD, it still display in a new window with no possibility to export. I've tried to save but when I click "Save as" and then "Create and open", I've got the message "Please correct flagged fields before submitting the form!".
Can you tell me what to do ? Thanks for your help
Pegasystems Inc.
IN
Hello,
Try saving the Report with a different name, as the rule is final you might be facing the issues.
Save with a different name and enable actions.
Pegasystems Inc.
US
Hi,
Kindly follow the steps suggested in the attachment for your requirement. Hope it helps in achieving your requirement completely.
Regards
Mahesh
Pegasystems Inc.
IN
You can also use pyDefaultReport in Data-Admin-Operator-ID class. This report has Actions enabled by default.
Let us know if this helps
Areteans Technology Solutions
AU
Hi,
Check the enable actions check box under the Report viewer tab and choose relative actions needed.
Capgemini
FR
Hi,
Thanks to all your answers ;)
I've understood why it doesn't work: the rule used by this RD was locked. I need to continue with a private edit to save this new RD (in attachment, some screenshots).
Do you know why I need to do that ?
Thanks
Pegasystems Inc.
US
Hi,
In my local also the rule set locked but still the Save As option is working inorder to create a new report definition from pxRetrieveOperators see my previous reply. Let me know whats happening with the Save As option to create a new rule.
Regards
Mahesh
Capgemini
FR
Thanks mahesh86 but I still have the same issue when I try to create a new RD (see in attachment).
I've got the error message when clicking on "Create and open" button.
Accepted Solution
Pegasystems Inc.
US
Hi,
Based on your screenshot it looks like you are working on PegaRULES ruleset using [email protected] login, to create a new rule you need to have the application and corresponding operators to work with. So you login with any operator who has the access to create the rules and try to perform the save as of pxRetrieveAllOperators into your unlocked ruleset.
Note: If you dont want your custom report then use pyDefaultReport from Data-Admin-Operator-ID which contains all the options enabled by default.
Regards
Mahesh
Capgemini
FR
Ok, thanks. But I don't have any application yet (I've only installed Pega PRPC 7.2.1 withe CELS framework).
I just want to list all operators to know which one I can delete or not.
But anywhere, I will try to use pyDefaultReport. I let you know if I've got an issue.
Thanks ;)
Capgemini
FR
Hi,
It works fine. Thanks a lot ;)
I've got another question: I need to delete more than one hundred operators (they're no open assignments on these operators' worklist).
How can I delete all them in one click (I can't find a check box where I can select all the operators that I want to delete) ? Maybe with a SQL script ? Thanks for your help
Pegasystems Inc.
IN
Ideally it is not a best practice to delete operators. You can look at below help for deleting operators.
https://community.pega.com/sites/default/files/help_v72/procomhelpmain.htm
Also there is one new option introduced recently in Security tab of operators : Disable Operator
You can actually write an activity to disable all the operators.
Is there any particular business scenario/ reason for deleting operators in your case ?
Capgemini
FR
Hi,
I want to delete these operators because our Team Development have sent a package with test operators. And we have deployed this pacakge on our Preproduction environment so all these operators need to be deleted.
Thanks
Pegasystems Inc.
IN
Ok That's a valid scenario. You can actually write an activity to delete all test operators. I would not recommend directly running SQL as directly altering DB records will not clear caching and also would skip any validations (If there are any). You can call the same activity that gets run on actual Delete button since it takes care of all validations and commiting/rollback.