Updating the Pega Call application
You can use Pega Call™ as part of the Pega Customer Relationship Management (CRM) suite of applications or as a standalone application.
- Perform the procedures that apply to your update scenario:
Update type Required actions Update of Pega Call with Pega CRM suite of applications - Update the CRM suite of applications. For more information, see Pega CRM 8.5 Update Guide on the Pega Customer Service product page or the Pega Sales Automation product page.
- When you update to the latest version of Pega Platform™, if the PerformDefaults, NewDefaults, OpenDefaults, and PreClose extension activities in Pega Call are overridden in the implementation layer, incorporate the changes from the PegaCA-Work or PegaCA-Work-Interaction classes into the implementation layer.
- Import the Pega Call with CRM application bundle. For more information, see Importing the Pega Call with CRM application bundle.
- Disable background class saving. For more information, see Disabling background class saving with JBoss e-Tier.
- Verify your update. For more information, see Verifying your update.
- Optional: If you customized Pega Call rules accessed by service rules, reconfigure service packages or access groups. For more information, see Modifying the service packages and access groups.
- Optional: If you built custom applications with Pega Call, update the version number of your built-on application. For more information, see Setting the version number of your built-on application.
Update of Pega Call without Pega Customer Relationship Management (Standalone) - Import the standalone application bundle. For more information, see Importing the Pega Call application bundle.
- Update the CTIService access group. For more information, see Updating the CTIService access group.
- Disable background class saving. For more information, see Disabling background class saving with JBoss e-Tier.
- Verify your update. For more information, see Verifying your update.
- Optional: If you customized Pega Call rules accessed by service rules, reconfigure service packages or access groups. For more information, see Modifying the service packages and access groups.
- Optional: If you built custom applications with Pega Call, update the version number of your built-on application. For more information, see Setting the version number of your built-on application.
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