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Importing the Pega Sales Automation Upgrade Checker

Updated on March 15, 2022

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

Pega CRM for Financial Services Update Guide
  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.
  • Previous topic Optional: Pega Sales Automation Upgrade Checker
  • Next topic Running the Pega Sales Automation Upgrade Checker

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