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Completing the prerequisite tasks

Updated on December 15, 2021

Pega Care Management version 8.7 is integrated with the Customer Relationship Management for Healthcare suite of products. This supports the business model of integrating with industry-leading, evidence-based clinical programs, thereby improving process efficiency and access to industry-leading protocols.

When completing the prerequisites, back up your system after key milestones to ensure that you can revert to the last working version of the system if you encounter an issue. For instructions, see Backing up your system.

  1. Before starting an update, and before backing up your system, review the database policies and application permissions that are used by your Pega Platform update. Determine whether the application is permitted to update the database automatically or if you must generate the database scripts that your organization will use to manually make schema changes.
  2. Update to the latest version of Pega Platform 8.7, and ensure that you can log in as an administrator. For more information, see the Pega Platform Update Guide for your environment on the Install Pega Platform home page.
  3. Determine which language packs are applicable to your product and check for availability. For additional information, see Pega Marketplace.
  4. Update the application bundle which includes both Pega Customer Service 8.7 and Pega Sales Automation 8.7. Verify only the application that you are using.
    For information, see the Pega CRM 8.7 Update Guide.
  5. If the distribution media files for Pega Customer Service and Pega Sales Automation include patch releases, import the patch release files before continuing with the installation.
  6. Update and verify a full update of Pega Foundation for Healthcare 8.7. For information, see the Pega Foundation for Healthcare Update Guide.
  7. Apply any required hotfixes by using the Hotfix Manager. For more information, see Applying hotfixes to an on-premises system.
  8. Update the application bundle which includes both Pega Customer Service for Healthcare 8.7 and Pega Sales Automation for Healthcare 8.7. Verify the applications that you are using.

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