Importing the application
Use the Import wizard to import the system data and rulesets for Pega Foundation for Financial Services to Pega Platform.
Pega Foundation for Financial Services
Update Guide
- Log in to Pega Platform at
https://hostname:port/prwebwith the administrative ID and password that you set up during the installation of Pega Platform. - In the header of Dev Studio, click and perform the following actions:
- Depending on your web browser, click Browse or
Choose File, select the
\Rules\PegaFFS_Int.jarfile from your distribution image, and then click Next. - Ensure that you import all components by leaving the Enable advanced mode to provide granular control over the import process check box cleared, and then click Next.
- If the file that you are importing requires changes to the database schema, select
Automatic or Manual, and then click
Next.If you select Manual, see Viewing and applying schema changes.
- Follow the instructions on the screen, and when the import is completed, click Done.
- Depending on your web browser, click Browse or
Choose File, select the
- Repeat step 2 for the following files:
\Rules\PegaFFS.jar\Rules\PegaFFS_Sample.jar\Rules\PegaFFS_Schema.jar\Rules\PegaFFS_DataInstances.jar\Rules\PegaFFS_Int.jar
- Apply the required hotfixes by using Hotfix Manager.For more information, see Pega Foundation for Financial Services Hotfixes.
- Optional: Install the Pega Product Designer for Financial Services.For more information, see the Pega Product Designer for Financial Services Installation Guide that is available on the Pega Foundation for Financial Services product page.
- Optional: For the best performance and user experience, pre-assemble the rules in the application by running the
Static Assembler utility.For more information, see Preassembling rules in an application by using the Static Assembler utility.
- In the Explorer panel, click , and then verify that the PegaFS ruleset appears on the list.
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