Updating the application
To update your application, complete the procedures in this section.
Pega CRM for Financial Services
Update Guide
Pega CRM for Financial Services
Update Guide
Importing the application file
The system data and rulesets for Pega CRM for Financial Services are loaded during this task.
- Log in to Pega Platform
(
https://<hostname>:<port>/prweb
) by entering the administrator ID, for example, [email protected] and the password that you used during Pega Platform installation. - In the header of Dev Studio, click .
- Select the
Rules\PegaCRMFS.jar
file from your distribution media, and then follow the wizard instructions. - Select the Enable advanced mode to provide granular control over the import process check box. When that check box is selected, the wizard displays all instances in the current environment that have a newer version of the RAP being imported. For each instance, you decide whether to override the instance or skip the import.
- For schema changes, depending on your site's requirements, select either
Automatic or Manual, and then continue
following the wizard instructions.
If you select Manual, see Viewing and applying schema changes.
- When the import is complete, click Done.
- Apply the required hotfixes by using Hotfix Manager. For more information about applying hotfixes, see Applying the latest on-premises patch.
- Optional: Verify the application rules.
- In the navigation pane of Dev Studio, click .
- Confirm that the following application rule or rules are displayed in the
list:
- CustomerServiceForFS 8
- PegaSAFSCosmos 8
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