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

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\PegaCRMI.jar file from your distribution media, and then follow the wizard instructions.
4. For environments that use the Db2 database:
   1. Select the Enable advanced mode to provide granular control over the import process checkbox.
   2. On the Inserts tab, clear the checkboxes for the persona categories shown in the following image to avoid receiving an exception error later in the process:

      

      

5. For environments that use the Db2 database, a known issue in Pega Platform release 8.5 causes an error message to appear during the schema import.

   Complete the following steps to import the schema data.

   1. Click the Total Errors link.
   2. Click Next.
   3. Click View/Download SQL DDL.
   4. Open the text document, and change the column size from 38 to 31 for the PXEFFORTACTUALDELTA and PXRESOLUTIONCOSTDELTA entries.
   5. Save the changes.
   6. Run the updated queries manually.
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:
      • For Pega Customer Service for Insurance: CustomerServiceForInsurance 8.7.
      • For Pega Sales Automation for Insurance: SalesAutomationForInsuranceCosmos.8.

• Optional: Importing the sample data