Deploy a Policy Model

You deploy and activate your Policy Modeling project when you are ready to make it available for Intelligent Advisor interview, chat and web service interactions.

Deploying a Policy Modeling project is performed from within Oracle Policy Modeling (not in Intelligent Advisor Hub). A project version reflects the current state of a project in Policy Modeling. A project can have many versions deployed for testing purposes before it is initially released, and many more deployed after release to accommodate ongoing policy changes. The Deployments Page (Classic and Environment Hubs) and Deployments Overview Page (Studio Hubs) are designed to help you manage multiple versions.

Users must have an Author or Manager user role in order to deploy a project. When you deploy a project version, this also refreshes the data model for the project. You cannot deploy a project with a total file size of greater than 64MB.

Tip: Policy models can also be deployed without Policy Modeling, using the command-line utility. The Intelligent Advisor Hub REST API can be used to manage policy model deployments.

Deploy a project for the first time

To deploy a Policy Modeling project for the first time:

  1. In Policy Modeling, open the project that you want to deploy.
  2. On the Project tab, click the Deploy Snapshot button. The Deploy Snapshot dialog box opens.

    Image of the Deploy Snapshot dialog box in Policy Modeling
  3. In the Deploy Snapshot dialog box:
    1. In the Hub field, enter the URL of the Hub you want to use to manage the deployment.
    2. In the Deployment Name field, enter a meaningful name for the deployed version. Deployment names should:
    3. (Optional) In the Comments field, enter any notes about the version.
    4. (Optional) Select the Activate Immediately checkbox if you want to activate the deployment on the channels selected for the workspace that you choose for the deployed project. Note that:
      • Users must have a Manager user role in order to activate a project.
      • For policy models that load and save data to Oracle Integration or another generic integration provider, activation is not possible when you deploy a project for the first time (because the connection for the deployment needs to be specified in the Hub and the operations have yet to be registered by performing the necessary steps in the generic integration provider).
  4. Click Deploy.
  5. Log in to the Hub. (If you have logged in to that Hub recently, you will not be prompted to log in again.)
  6. In the Choose Workspace for New Deployment dialog, select the appropriate workspace in the drop-down list. The available workspaces are those for which the user has the Manager role defined in Intelligent Advisor Hub. Note that:
    • You cannot deploy an interview if it uses a connection which does not have access to the workspace.
    • You can deploy a project to a different workspace to that used for the same project in a repository.

      The Choose Workspace for New Deployment dialog box
  7. Click OK. Note that this will create a new deployment with its own version history. If deployment has been successful:
    • A green check icon and the words Deployment complete are displayed.
    • The deployment will have been created in the chosen workspace in Intelligent Advisor Hub.
    • The project is now available for download by other Hub users.
    • If you chose to activate immediately in Step 3d, the URL for the interview deployment in the Deploy Snapshot dialog is now a link.

    • If the policy model is:

      • mapped to load, query or save to Oracle Integration or another generic integration provider, or

      • configured to create checkpoints in Oracle Integration or another generic integration provider

      then the Intelligent Advisor Hub instance will examine the mapping/checkpoint information and publish new operation information (load, save, query, set checkpoint and get checkpoint) as required via the Operations REST API.

  8. Click Close. You can now view or change the deployment in Intelligent Advisor Hub, and test your activated deployment.

Deployment will not be successful if:

  • the project contains references to any decision service projects. To enable the project to be deployed, change the project so that all references use decision service deployments.
  • the project contains a reference to a decision service deployment and it fails any of the validation checks performed when the metadata is refreshed upon deployment. For example, the deployment has been updated with a changed contract that is no longer compatible with the Policy Modeling project.
  • virus scanning has been enabled in Intelligent Advisor Hub and a virus is detected inside the version
  • the certificate authority is not being trusted by Windows for the certificate being used by the Hub application. In this case, you will be shown a "trust failure" error message. To fix this, you need to ensure that the certificate is listed as a trusted root certificate authority in your browser's settings. For example, in Google Chrome you can access this setting by going to Settings, then Privacy and security, then Security, then Advanced, then Manage device certificates, then Trusted Root Certification Authorities.
  • the workspace chosen for the deployment is enabled for the Web Service - Interview channel, and Web Service - Interview compatibility mode is turned off for the project. To enable the project to be deployed you will need to either:
    • deactivate the Web Service - Interview channel for the workspace in Intelligent Advisor Hub (by deselecting Web services - Interview on the workspace details page), or
    • turn on Web Service - Interview compatibility mode (in the Styles dialog which can be accessed using the Styles button on the Interview tab in Policy Modeling).

Deploy a project that has previously been deployed

To deploy a Policy Modeling project that has previously been deployed:

  1. In Policy Modeling, open the project.
  2. On the Project tab, click the Deploy Snapshot button.
  3. In the Deploy Snapshot dialog box:
    1. (Optional) In the Comments field, enter any notes about the version.
    2. (Optional) Select the Activate Immediately checkbox if you want to replace the currently activated version with the new version, or activate a deployment that is currently deactivated. Note that:
      • Users must have a Manager user role in order to activate a project.
      • For policy models that load and save data to Oracle Integration or another generic integration provider, activation is not possible unless the connection for the deployment is specified in the Hub and the operations have been registered (by performing the necessary steps in the generic integration provider). If no change is needed to previously registered Load and Save handlers, the project will be activated automatically.
  4. Click Deploy. (If you have not logged in to the Hub recently, you will be prompted to log in. Note that this will update an existing activated deployment, and that the old version can be restored at any time via the Hub.
  5. Click OK. If deployment has been successful:
    • A green check icon and the words Deployment updated are displayed.
    • The deployment will have been added to the chosen workspace in Intelligent Advisor Hub.
    • The deployed project is now available for download by other Hub users.
    • If you chose to activate immediately in Step 3b, the URL for the interview deployment in the Deploy Snapshot dialog is now a link.
    • If the policy model is mapped to load or save to Oracle Integration or another generic integration provider, the new mapping information is compared against the mapping information for the operations associated with the previous deployment version and:
      • If the public mapping structure has changed (that is, new mapping information has been added or existing mapping information has changed), a new operation will be created and the old operation is marked as superseded.
      • If the public mapping structure is the same as the previous version, the new deployment version will inherit the operation from the previous deployment version.
      • The new deployment version will inherit the data connection set for the previous deployment version.
  6. Click Close. You can now view or change the deployment in Intelligent Advisor Hub, and test your activated deployment.

Re-deployment will not be successful if:

  • permissions have changed such that the user no longer has access to the workspace
  • the deployment is enabled for the Web Service - Interview channel, and Web Service - Interview compatibility mode is turned off. To enable the project to be redeployed you will need to either:
    • deactivate the Web Service - Interview channel for the workspace in Intelligent Advisor Hub (by deselecting Web services - Interview on the workspace details page), or
    • turn on Web Service - Interview compatibility mode (in the Styles dialog which can be accessed using the Styles button on the Interview tab in Policy Modeling).
  • the project contains a reference to a decision service deployment and it fails any of the validation checks. For example, the deployment has been updated with a changed contract that is no longer compatible with the Policy Modeling project.
  • virus scanning has been enabled in Intelligent Advisor Hub and a virus is detected inside the version