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Optional: Pega Sales Automation Upgrade Checker

Updated on September 3, 2021

Before you update to a new minor version of Pega Sales Automation for Financial Services, optionally run the Pega Sales Automation Upgrade Checker to check the update impact for a specific Pega Sales Automation for Financial Services version. By running the Pega Sales Automation Upgrade Checker, you can access a report with all deprecated, withdrawn, final, and customized rules. For each instance, the report includes an analysis whether any of the rules are used in the implementation layer, and recommends actions to take to prepare for the update.

Pega CRM for Financial Services Update Guide Pega CRM for Financial Services Update Guide Pega CRM for Financial Services Update Guide
To check the update impact, complete the procedures in this section. For additional information, see Pega Sales Automation Upgrade Checker.

Importing the Pega Sales Automation Upgrade Checker

Download the Pega Sales Automation Upgrade Checker, and then import the Pega Sales Automation Upgrade Checker ruleset for your application.

  1. In a web browser, go to Pega Marketplace .
  2. In the Search Marketplace field, enter Pega Sales Automation Upgrade Checker
    For more information, see Pega Sales Automation Upgrade Checker.
  3. Download the .zip file for the version to which you are updating, and then extract the contents.
  4. In the header of Dev Studio, click ConfigureApplicationDistributionImport.
  5. Browse to the .jar file for the application, select the file, and then follow the wizard instructions.
  6. In the header of Dev Studio, click the name of the application, and then click Definition.
  7. On the Application page, in the Application rulesets section, add the SAUpgradeChecker:08-0x ruleset, where x indicates the version to which you are updating.
    Note: After you run Pega Sales Automation, you can delete this ruleset from your application definition.
  8. Click Save.
What to do next: Run the Pega Sales Automation Upgrade Checker. For more information, see Running the Pega Sales Automation Upgrade Checker.

Running the Pega Sales Automation Upgrade Checker

Run the Pega Sales Automation Upgrade Checker to identify and resolve withdrawn, deprecated, final, and customized rules.

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 for Financial Services.
  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.
What to do next: Import the application file.

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