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Installing the Pega Call application

Updated on October 1, 2021

You can use Pega Call™ as part of the Pega Customer Relationship Management (CRM) suite of applications or as a standalone application.

  • This document applies only to Pega customers who are running the applications on premises or on a third-party cloud installation.
  • In Pega Call used with Pega Customer Service, Pega Call is automatically installed when you install Pega Customer Service. Do not install Pega Call independently if you installed Pega Customer Service. Ensure that both these applications are always on the same version.
Before you begin: Ensure that you complete the prerequisites for Pega Call installation:
  • Install the latest available release of Pega Platform™ 8.6, and ensure that you can log in as an administrator. For more information, see the Pega Platform Install Guide for your environment available on the Pega Platform page on Pega Community.
  • If you are using Db2 9.7 or later, enable the Automatic REORG setting as described in the documentation provided with your database system. Set the auto_maint, auto_tbl_maint, and auto_reorg configuration parameters to ON.
  1. Perform the procedures that apply to your installation scenario:
    Installation typeRequired actions
    Pega Call with Pega Customer Relationship Management
    1. Install the CRM suite of applications. For more information, see the Pega CRM 8.6 Installation Guide on the Pega Customer Service product page or the Pega Sales Automation product page.
      Note: Pega Call is packaged with the CRM suite of applications.
    2. Disable background class saving. For more information, see Disabling background class saving with JBoss e-Tier.
    3. Verify your installation. For more information, see Verifying your installation.
    Pega Call without Pega Customer Relationship Management
    1. Import the standalone application bundle. For more information, see Importing the Pega Call application bundle.
    2. Disable background class saving. For more information, see Disabling background class saving with JBoss e-Tier.
    3. Verify your installation. For more information, see Verifying your installation.
  • Previous topic Adding the Pega Call security privilege to custom access roles
  • Next topic Importing the Pega Call application bundle

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