The sections above described the main components and configurations supported by the module. However, if your organization is currently using the previous version of the functionality (1G), you need to consider some additional factors to ensure a successful transition to the new version (2G).

The two sections below describe the process you should go through. Analyze the tasks described below and schedule the activation of the functionality accordingly. Remember that the activation of 2G does not necessarily need to happen immediately after the installation of Pega Client Lifecycle Management for Financial Services 8.5version).

• Activating the functionality
• Migrating document metadata