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Updating the application

Updated on June 13, 2022

To update Pega CRM for Financial Services, complete the procedures in this section.

Pega CRM for Financial Services Update Guide Pega CRM for Financial Services Update Guide
Before you begin: Complete the prerequisites for this update.

Importing the application file

The system data and rulesets for Pega CRM for Financial Services are loaded during this task.

Note: Updating your application does not affect client-defined operators.
Note: If you are updating from 7.22 or later, to avoid potential import errors, search for the safs_work_p2p table and rename the ISEXTERNALSYSTEMOFRECORD column before starting the import.
  1. 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.
  2. In the header of Dev Studio, click ConfigureApplicationDistributionImport.
  3. Select the Rules\PegaCRMFS.jar file from your distribution media, and then follow the wizard instructions.
  4. 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 When that check box is selected, the wizard displays all instances in the current environment that have a newer version of the RAP being imported.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.
  5. 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.

    Note: During the manual process, the wizard displays a Pre-existing rule conflict warning for rules that already exist in the system in a different ruleset. In the Pre-existing rule checkbox conflicts section, select the Replace for all of the rules that are listed to ensure that the rules are moved to the correct rulesets.
  6. When the import is complete, click Done.
  7. Apply the required hotfixes by using Hotfix Manager. For more information about applying hotfixes, see Applying the latest on-premises patch.
  8. Optional: Verify the application rules.
    1. In the navigation pane of Dev Studio, click RecordsApplication DefinitionApplication.
    2. Confirm that the following application rule or rules are displayed in the list:
      • CustomerServiceForFS 8
      • PegaSAFSCosmos 8

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