The Pega Customer Relationship Management for Insurance distribution media includes sample data to help
you explore the application capabilities. The sample data includes disabled sample operators
that you can enable to learn about the workspaces for each operator role. Importing the sample
data is optional, and the sample data that is provided might not align with your business
needs.
Note: The sample application and rulesets are installed when you install the application, but
you import the sample data separately.
Before you begin: Ensure that you have already imported the Pega Customer Relationship Management for Insurance application file. For more information, see Importing the application file.
Ensure that you have already imported the following sample data files,
in the sequence shown, as described in the installation guides:
- Pega Foundation for Insurance sample data file -
SampleData\PFI_SampleData.jar. For information about installing
this file, see the Pega Foundation for Insurance Installation Guide on the
Pega Foundation for Insurance product
page.
- Pega Customer Relationship Management DDL sample data file -
SampleDB\PegaCRMSample_DDL.jar. For information about installing
this file, see the Pega Customer Service and Pega Sales Automation Installation
Guide on the Pega Customer Service product page.
Note: The PegaCRMSample_DML.jar and the
KMSampleData.jar files included with Pega Customer Relationship Management are unnecessary, because Pega Customer Relationship Management for Insurance has
its own version of these files. However, these files cause no harm if installed and will
result in a few additional sample data entries.
- In the header of Dev Studio, click .
- Browse to select the file or files to import. Import the
following file or files, in the sequence shown.
SampleDB\PegaCRMI_Sample.jar
- Follow the wizard instructions to import the sample data.
