Completing pre-update tasks
Before you update your application, complete the pre-update tasks
included in this section. Complete the following prerequisites before you update the application. When completing the prerequisites, back up your system after key milestones to ensure that
you can revert to the last working version of the system if you encounter an issue. For
instructions, see Backing up your system. Alternatively, after the update, you can map the data to match the latest data model to
prevent data loss and ensure that the cases can be resolved. The following Pega Customer Service for Insurance case types were refactored in release
8.5: To automatically update the application schema, your access
group must have the SchemaImport privilege and the dynamic system
setting database/AutoDBSchemaChanges must be set to
true. Otherwise, you can create a DDL file to apply the schema
changes manually. During the application update process, the
import tool will have an option to automatically apply database schema updates or
extract the database scripts to provide to the database administrators. If the schema
updates are executed manually, the jar file installation is paused until the schema
updates are applied. When updating an
application, back up your system after each step to ensure that you can revert to the last
working version of the system if you encounter an issue. Important! Legacy portals do not work in version 7.21 and later of
Pega Customer Service! If updating from version 7.1.4 or earlier
of Pega Customer Service for Insurance, you must update your access groups to use supported portals as
part of the update. The following table shows which portals are
supported for each application version. (Deprecated in
7.22)Completing the prerequisite tasks
Backing up your system
APP-INF\classes
directory of an EAR deployment or the
WEB-INF\classes
directory of a WAR deployment, include these files
in the backup:prbootstrap.properties
prconfig.xml
prlogging.xml
or
prlog4j2.xml
web.xml
pegarules.keyring
or any other .keyring
filesUpdating legacy Pega Customer Service portals
Portal name/rule name 6.2, 6.3, 7.1, 7.1.2 7.1.3, 7.1.4 7.21 and higher CA CSR Portal (CACSRPortal) Not supported Not supported Not supported CA Manager Portal (CAManagerPortal) Not supported Not supported Not supported CA Sales Rep Portal (CASalesRepPortal) Not supported Not supported Not supported CA Sales Manager Portal (CASalesManagerPortal) Not supported Not supported Not supported CPMCSR Portal (CPMCSR_Portal) Supported Deprecated Not supported CPMManager Portal (CPMManager_Portal) Supported Deprecated Not supported CPM Sales Manager Portal (CPMSalesManager_Portal) Supported Deprecated Not supported CPM Sales Rep portal (CPMSalesRep_Portal) Supported Deprecated Not supported Interaction Portal (CPMInteractionPortal) N/A Supported Supported Account Manager Portal (CPMAccountManager_Portal) N/A Supported Supported Back Office Portal (BackOfficePortal) N/A N/A Supported
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