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Optional: Importing the sample data

Updated on September 27, 2021

The Pega Customer Relationship Management for Communications distribution media includes sample data to help you explore the application capabilities. The sample data includes disabled sample operators that you can enable to learn about the workspaces for each operator role. Importing the sample data is optional, and the sample data that is provided might not align with your business needs.

Note: The sample application and rulesets are installed when you install the application, but you import the sample data separately.
Before you begin:

Ensure that you have already imported the Pega Customer Relationship Management for Communications application file. For more information, see Importing the application file.

Ensure that you have already imported the Pega Customer Relationship Management PegaCRMSample_DDL.jar file sample data files. For information about installing those files, see the Pega Customer Service and Pega Sales Automation Installation Guide on the Pega Customer Service product page.

  1. In the header of Dev Studio, click ConfigureApplicationDistributionImport.
  2. Browse to select the file or files to import. Import the following file or files, in the sequence shown.
    • PegaCRMCSample_DML.jar
  3. Follow the wizard instructions to import the sample data.
What to do next:

Enable the sample operators that you will use to explore the different workspaces. For more information, see Optional: Enabling sample operator accounts.

  • Previous topic Adding the Next Best Action Advisor component for Customer Service to your application
  • Next topic Optional: Enabling sample operator accounts

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