Updating the application
To update Pega CRM for Insurance, complete the procedures in this section.
Pega CRM for Insurance Update Guide
Pega CRM for Insurance Update Guide
Importing the application file
The system data and rulesets for Pega CRM for Insurance 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\PegaCRMI.jarfile from your distribution media, and then follow the wizard instructions. - 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 When that check box is selected, the wizard displays all instances in the current environment that have a newer version of the RAP being imported.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.
- For environments that use the Db2 database, on the Inserts tab,
clear the check boxes for the persona categories shown in the following image to avoid
receiving an exception error later in the process:
Persona rules to deselect 
- 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.
- 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.
- Click the Total Errors link.
- Click Next.
- Click View/Download SQL DDL.
- Open the text document, and change the column size from 38 to 31 for the PXEFFORTACTUALDELTA and PXRESOLUTIONCOSTDELTA entries.
- Save the changes.
- Run the updated queries manually.
- When the import is complete, click Done.
- Apply the required hotfixes by using Hotfix Manager. For more information about applying hotfixes, see Applying the latest on-premises patch.
- 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:
- For Pega Customer Service for Insurance: CustomerServiceForInsurance 8.
- For Pega Sales Automation for Insurance: SalesAutomationForInsurance.8.
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