Skip to main content


         This documentation site is for previous versions. Visit our new documentation site for current releases.      
 

Running the Pega Sales Automation Upgrade Checker

Updated on March 19, 2021

Run the Pega Sales Automation Upgrade Checker to identify and resolve withdrawn, deprecated, final, and customized rules.

Pega CRM 8.7 Feature Adoption for Pega Cloud
Before you begin: Import the rules list for your application. For more information, see Importing the Pega Sales Automation Upgrade Checker.
  1. In the header of Dev Studio, click ConfigureSales AutomationPega Sales Automation Upgrade Checker.
    In case of an update from a 7.x environment, click the Designer Studio button instead of Configure.
  2. In the Product list, select your application that is implemented on Pega Sales Automation.
  3. In the Upgrade to list, select the version that you want to check.
  4. Click Prepare Report.
    Result: The Pega Sales Automation Upgrade Checker generates the following types of reports with descriptive actions that you can perform:
    • Withdrawn rules with all rules that are withdrawn between the source application version and the destination application version.
    • Final rules with all final rules between the source application version and the destination application version.
    • Deprecated rules with all rules that are deprecated between the source application version and the destination application version.
    • Additional customized rules with all rules that are customized between the source application version and the destination application version.
  5. Export the reports and additional information:
    • To export the reports as a PDF file, select Export Summary.
    • To export the list of customized and referenced rules in the implementation layer, select Export Implementation Impact.
    • To export withdrawn, deprecated, final, and additional customized rules as an Excel file, select Export Product Rule changes.
  6. Optional: To regenerate the report data, select the Regenerate custom overrides check box, and then click Prepare Report.
    After you click Regenerate custom overrides, the length of the background process depends on the number of rules in the implementation layer.
  • Previous topic Importing the Pega Sales Automation Upgrade Checker
  • Next topic Adopting Pega Customer Service 8.7 features

Have a question? Get answers now.

Visit the Support Center to ask questions, engage in discussions, share ideas, and help others.

Did you find this content helpful?

Want to help us improve this content?

We'd prefer it if you saw us at our best.

Pega.com is not optimized for Internet Explorer. For the optimal experience, please use:

Close Deprecation Notice
Contact us