Completing the prerequisite tasks
Before you update to the latest release of Pega Foundation for Financial Services, complete the following tasks.
Pega Foundation for Financial Services
Update Guide
- Install or update to Pega Platform
8.7 or the latest patch release.For more information, see the Pega Platform Installation Guide or the Pega Platform Update Guide for your environment on the Pega Platform page on Pega Community.Patch releases are available through Pega’s standard software delivery process. You can request software through Pega Software Distribution or by contacting GCS.
- Update the Pega Platform online help to the latest version
from the Online Help Files section on the Pega Platform Update page. After you download the latest
prhelp.warfile, deploy it in your Pega Platform installation before continuing. For deployment information, see the Pega Platform Installation Guide for your application server. - If you are currently running Pega Foundation for Financial Services 7.17, perform a
sequential update to release 7.21, and then to 7.21.1.A direct update from release 7.17 is not supported. You can update to Pega Foundation for Financial Services 8.7 from releases 7.21.1 and later.For more information, see the Pega Foundation for Financial Services Update Guide for a previous release on the Pega Foundation for Financial Services product page.
- Review the database policies and application permissions that are used by your instance of Pega Platform to determine whether the application is permitted to update the database automatically, or if you must generate the database scripts that your organization will use make schema changes manually.
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