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8.12 Release
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lgrateau authored Jun 19, 2023
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8 changes: 4 additions & 4 deletions README.md
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# Getting Started with IBM Operational Decision Manager for Containers
# Getting Started with IBM Operational Decision Manager for Containers


## Audience

This tutorial is for technical and business users who want an introduction to business rules authoring and management with IBM Operational Decision Manager (ODM) running in a container environment. Here are the different offerings where you can use this Getting Started tutorial:
* [IBM Operational Decision Manager for Developers](https://hub.docker.com/r/ibmcom/odm/) - To deploy ODM in Docker environments, for evaluation and development purposes.
* [IBM Operational Decision Manager for Developers on Certified Kubernetes](https://artifacthub.io/packages/helm/ibm-odm-charts/ibm-odm-dev/22.2.0) - To deploy ODM on Certified Kubernetes environments, for evaluation and development purposes.
* [IBM Operational Decision Manager for production on Certified Kubernetes](https://www.ibm.com/docs/en/odm/8.11.1?topic=kubernetes-installing-odm-production) - To deploy ODM on Certified Kubernetes environments, for production use.
* [IBM Operational Decision Manager in IBM Cloud Pak for Business Automation](https://www.ibm.com/docs/en/cloud-paks/cp-biz-automation/22.0.2?topic=capabilities-operational-decision-manager) - To deploy ODM on RedHat OpenShift in the context of IBM Cloud Pak for Business Automation.
* [IBM Operational Decision Manager for Developers on Certified Kubernetes](https://artifacthub.io/packages/helm/ibm-odm-charts/ibm-odm-dev/23.1.0) - To deploy ODM on Certified Kubernetes environments, for evaluation and development purposes.
* [IBM Operational Decision Manager for production on Certified Kubernetes](https://www.ibm.com/docs/en/odm/8.12.0?topic=kubernetes-installing-odm-production) - To deploy ODM on Certified Kubernetes environments, for production use.
* [IBM Operational Decision Manager in IBM Cloud Pak for Business Automation in starter mode](https://www.ibm.com/docs/en/cloud-paks/cp-biz-automation/23.0.1?topic=deployments-installing-cp4ba-multi-pattern-starter-deployment) - To deploy ODM on RedHat OpenShift in the context of IBM Cloud Pak for Business Automation in starter mode.


## Time required
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19 changes: 9 additions & 10 deletions doc/topics/tut_icp_gs_clean_db_lsn.md
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Expand Up @@ -6,14 +6,14 @@ In this task, you learn how to delete projects from Decision Center and the Deci

When you no longer need a project, you can delete it from its database. You can leave this task to your administrator. However, if the instance of the project is yours and you want to do this tutorial again, you can do the cleanup yourself. If you want to keep your changes, you can export a compressed file of the project from Decision Center before deleting the project.

## Step 1: Deleting the decision service from Decision Center
## Step 1: Deleting the decision service from Decision Center

You remove the Miniloan Service decision service from the Decision Center database.

**Procedure**

1. Open the Decision Center Business console.
2. Log in as an administrator by entering `odmAdmin` as the user name and password. You must be an administrator to remove the decision service. The rtsUser1 login cannot remove the decision service.
2. Log in as **admin user**. You must be an administrator to remove the decision service. The **business user** cannot remove the decision service.
3. Open the **Library** tab.
4. Hover over the Miniloan Service box, open the drop-down menu, and click **Delete**:![Image shows the drop-down menu](../images/scrn_delete_decision_service.jpg)

Expand All @@ -27,22 +27,21 @@ You remove the decision artifacts from the Decision Server console.

**Procedure**

1. Open the Decision Server console.
2. Log in as an administrator by entering `odmAdmin` as the user name and password.
3. Open the **Explorer** tab, and click **RuleApps** under **Navigator**.
4. Select the mydeployment RuleApp, and click **Remove** to delete it. A warning message opens. Make sure that the message shows the RuleApp that you want to delete.
5. Click **Confirm** in the warning message. The console deletes your RuleApp. The RuleApp view opens, and it no longer shows your RuleApp.
1. Open the Decision Server console.
2. Log in as **admin user**.
3. Open the **Explorer** tab, and click **RuleApps** under **Navigator**.
4. Select the mydeployment RuleApp, and click **Remove** to delete it. A warning message opens. Make sure that the message shows the RuleApp that you want to delete.
5. Click **Confirm** in the warning message. The console deletes your RuleApp. The RuleApp view opens, and it no longer shows your RuleApp.
6. In the **Explorer** tab, click **Resources** under **Navigator**.
7. Select miniloan-xom.zip, and click **Remove all references**. A warning message opens. It shows the execution object model that you selected.
8. Click **Confirm** in the warning message. Now the execution object model is not referenced from any ruleset or library.
9. Select miniloan-xom.zip, and click **Remove** to remove the execution object model cleanly.
10. In the **Explorer** tab, click **Libraries** under **Navigator**.
11. Select mydeployment\_1.0, and click **Remove** to remove the library.
11. Select mydeployment\_library, and click **Remove** to remove the library.

**Note:** You can also remove the Miniloan\_Service\_brm.Branch\_xx\_xx library. This library was created when you ran the test suite.


You have completed the tutorial and removed the decision service files from Decision Center and the Decision Server console. You now know some of the key features in Operational Decision Manager for Developers.
You have completed the tutorial and removed the decision service files from Decision Center and the Decision Server console. You now know some of the key features in Operational Decision Manager.

[![](../images/home.jpg) **Back to table of contents**](../../README.md)

57 changes: 30 additions & 27 deletions doc/topics/tut_icp_gs_create_rules_lsn.md
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In this task, you learn how to search for rules, modify a decision table, and create an action rule in the Business console.

Business experts develop and deploy decision services in Decision Center. Distributed business teams can collaborate through the web-based environment to create and maintain decision logic. They can modify rules to meet changes in policies without changing the applications that call the rules. They can apply business decisions immediately without developers having to recode production applications.
Business experts develop and deploy decision services in Decision Center. Distributed business teams can collaborate through the web-based environment to create and maintain decision logic. They can modify rules to meet changes in policies without changing the applications that call the rules. They can apply business decisions immediately without developers having to recode production applications.

Typically, developers working in Rule Designer can develop a new version of a decision service in response to changing application infrastructure and core business requirements, and business experts can work in Decision Center on new decisions that are delivered in response to an evolving market or a changing regulatory environment. With this separation, decisions and application architecture can be managed asynchronously.
Typically, developers working in Rule Designer can develop a new version of a decision service in response to changing application infrastructure and core business requirements, and business experts can work in Decision Center on new decisions that are delivered in response to an evolving market or a changing regulatory environment. With this separation, decisions and application architecture can be managed asynchronously.

In this task, you make the following changes for the loan company in the Miniloan project:

Expand All @@ -17,25 +17,29 @@ You do a search to find the rules in the decision service that handle the credit

**Procedure**

1. Log in to the Business console by using `rtsUser1` as the user name and password.
1. Log in to the Business console as **business user**.
2. Open the **Library** tab.
3. Hover over the Miniloan Service box, and click anywhere except the name to expand it. Then click **main** under **Recently updated branches** to open the **main** branch.
4. In the **Search for rules** field, type score and press Enter. The results show all the action rules and decision tables in which the word score occurs. You look at all the rules, and conclude that you must edit the **repayment and score** decision table.
3. Hover over the *Miniloan Service* box, and click anywhere except the name to expand it. Then click **main** under **Recently updated branches** to open the **main** branch.
4. In the **Search for rules** field, type "score" and press Enter. The results show all the action rules and decision tables in which the word score occurs. You look at all the rules, and conclude that you must edit the **repayment and score** decision table.

## Step 2: Modifying a decision table

You start by checking the history of changes to the decision table, and then you edit the rule. You make a mistake and correct it.

**Procedure**

1. Click **repayment and score** to display the decision table.
2. Click **Timeline**. The history of changes for the decision table shows no recent changes.
3. Click **Exit Timeline**.
4. Click **Edit**.
1. Click **repayment and score** to display the decision table.
2. Click the **Timeline** button ![Image shows the Timeline button](../images/icon_timeline.jpg) in the upper right corner of the window. The history of changes for the decision table shows no recent changes.
3. Click **Exit Timeline**.
4. Click the **Edit** button ![Image shows the Edit button](../images/icon_edit.jpg).

> **Note**
> Before editing the decision table, a dialog box pops up to change the row order. Leave the default value to *Automatic* and click **OK**.
5. Double-click the number `200` in row 1 of the **credit score** column and enter the value 300. Do not change this value in row 2 yet.
6. Click **Details** and change the status to **Defined**. You can use the rule properties for different purposes in Decision Center, such as the organization and workflow, permissions, testing, and deployment.
7. Close the property window.
8. Click **Save**.
6. Click the **Details** button ![Image shows the Details button](../images/icon_details.jpg) and change the status to **Defined**. You can use the rule properties for different purposes in Decision Center, such as the organization and workflow, permissions, testing, and deployment.
7. Close the property window.
8. Click the **Save** button ![Image shows the Save button](../images/icon_save.jpg).
9. Type the comment "Changed credit score to 300" and click **Create New Version**. The decision table now displays v1.1. Decision Center creates a new version with the changes. The major version number 1 is assigned to the main branch. Any new branch, including the branches of the governance framework, take the next available number. The minor version number corresponds to the number of changes made in the branch.

## Step 3: Correcting an error
Expand All @@ -48,37 +52,36 @@ You check the decision table and find an error. You correct the error, save your

![Image shows the error message displayed when you hover the golden triangle](../images/scrn_classic_dterror.jpg)

2. Click **Edit** to reopen the table.
3. Double-click the credit score condition for row 2, change the value 200 to 300, and press Enter. This change eliminates the overlap in rows 1 and 2.
4. Click **Save**.
5. In the Create New Version window, type the comment "Fix for gap error" and click **Create New Version**.
2. Click **Edit** to reopen the table.
3. Double-click the credit score condition for row 2, change the value 200 to 300, and press Enter. This change eliminates the overlap in rows 1 and 2.
4. Click **Save**.
5. In the Create New Version window, type the comment "Fix for gap error" and click **Create New Version**.

## Step 4: Creating a new action rule

You implement the policy that shortens the minimum length of a loan to 6 months.

**Procedure**

1. Click **main** in the breadcrumbs below the top banner to return to the contents of the branch.
2. Open the validation folder, which contains the rules for validating loan data.
3. Click the **Add** button ![Image shows the Add button](../images/icon_merge_create_plus.jpg), and then click **New Rule**.
4. Type the name **check duration**, and click **Create**.
5. Copy and paste the following rule into the rule editor, or build the rule with the completion menu.
1. Click **main** in the breadcrumbs below the top banner to return to the contents of the branch.
2. Open the validation folder, which contains the rules for validating loan data.
3. Click the **Add** button ![Image shows the Add button](../images/icon_merge_create_plus.jpg), and then click **New Rule**.
4. Type the name **check duration**, and click **Create**.
5. Copy and paste the following rule into the rule editor, or build the rule with the completion menu.

if
the duration of 'the loan' is less than 6
then
add "The duration of the loan is too short" to the messages of 'the loan';
reject 'the loan';


6. Click **Save**.
7. Type "Added for Summer policy" and click **Create New Version**.

6. Click **Save**.
7. Type "Added for Summer policy" and click **Create New Version**.
9. Log out of the Business console. You've finished the updates.

In the next task, you test and deploy the decision service.
In the next task, you test and deploy the decision service.

[**Next**![Next icon](../images/next.jpg)](../topics/tut_icp_gs_test_deploy_lsn.md)

[![](../images/home.jpg) **Back to table of contents**](../../README.md)

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