Updating the application
To update your application, complete the procedures in this section.
Pega Customer Relationship Management for Communications
Update Guide
Pega Customer Relationship Management for Communications
Update Guide
Pega Customer Relationship Management for Communications
Update Guide
Importing the application file
The system data and rulesets for Pega Customer Relationship Management for Communications are loaded during this task.
- Log in to Pega Platform
(
https://<hostname>:<port>/prweb
) by entering the administrator ID, for example, [email protected] and the password that you used during Pega Platform installation. - In the header of Dev Studio, click .
- Select the
Rules\PegaCRMC.jar
file from your distribution media, and then follow the wizard instructions. - For schema changes, depending on your site's requirements, select either
Automatic or Manual, and then continue
following the wizard instructions.
If you select Manual, see Viewing and applying schema changes.
- When the import is complete, click Done.
- Apply the required hotfixes by using Hotfix Manager. For more information
about applying hotfixes, see Applying the latest on-premises patch.
- If you are using the CSCEndUser skin for your existing application, update the application to use the CSEndUser skin.
- Optional: Verify the application rules.
- In the navigation pane of Dev Studio, click .
- Confirm that the following application rule or rules are displayed in the
list:
- For Customer Service for Communications: CustomerServiceForComms 8.6
- For Sales Automation for Communications: PegaSalesAutomation.8
Adding the Next Best Action Advisor component for Customer Service to your application
The Customer Service for Communications 8.6 application includes the Next Best Action Advisor connector for Customer Service component, which is enabled by default.
After applying any required hotfixes for this component, perform the following
steps to add the component to your application:
- From Pega Marketplace, download the Next Best Action Advisor component for Customer Service.
- Log in to your implementation application as an operator with administrator credentials.
- In Dev Studio, click .
- In the Enabled components section, click .
- Upload the Next-Best-Action Advisor component that you downloaded from Pega Marketplace.
- Ensure that Enabled is selected, and then click OK.
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