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Backing up your system

Updated on March 15, 2022

When installing an application, back up your system after each step to ensure that you can revert to the last working version of the system if you encounter an issue.

Pega CRM for Financial Services Installation Guide
Note: The deployment process modifies both the data schema and the rules schema. Use a backup procedure that preserves both schemas.
  1. Verify that all rules are checked in.
  2. Shut down the Pega Platform application server.
  3. Use your database utilities to complete an offline backup of the Pega database.
  4. Back up the configuration and environment files.
    If you edited any of the following Pega Platform configuration files in the APP-INF\classes directory of an EAR deployment or the WEB-INF\classes directory of a WAR deployment, include these files in the backup:
    • prbootstrap.properties
    • prconfig.xml
    • logging file: prlogging.xml or prlog4j2.xml
    • web.xml
    • pegarules.keyring or any other .keyring files
  5. Back up any third-party or custom JAR files that you installed.
    Redeploying the Pega Platform applications might delete these files from your application server.

Tags

Pega Customer Service for Financial Services 8.7

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