Importing the application file
The system data and rulesets for Pega Customer Relationship Management 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\PegaCRM.jar
file from your distribution media, and then follow the wizard instructions. - When the import is complete, click Done.
- If a
PegaCRM_Patch.jar
file is present on the media, repeat steps 2 to 3 of this procedure to import the patch releases. - 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:
- CustomerService 8.6
- PegaSalesAutomationCosmos.8
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