Updating Next-Best-Action Designer
This content applies to On-premises, Client-managed cloud and Pega Cloud environments
In Pega Marketing and Pega Customer Decision Hub, Next-Best-Actions are automated decisions based on predictive analytics, adaptive analytics, and traditional business rules. With Next-Best-Action Designer, you can define Next-Best-Action decisions and requirements that apply to the whole organization, or to specific business issues or groups.
Planning an update of Next-Best-Action Designer
When preparing for an update, take into account the environments that you have in your pipeline. To avoid interrupting normal business operations with downtime for the update, the following update path is recommended:
- Run the Pre-Upgrade Check for Pega Customer Decision Hub and resolve all of the identified errors.
- Update Next-Best-Action Designer in the Staging Clone environment.
- After the update is successful and tested, push the changes to the live Production system.
- Push the changes from Staging Clone to downstream instances such as BOE, Staging, Dev
or QA environments after Production is updated.
Note: Make sure to sync all Next-Best-Action Designer dependent Artifacts before migrating the Next-Best-Action Designer upgraded Artifacts for maintaining the same configuration in all instances. Avoiding this may cause problems with migrating Artifacts from Production to downstream instances. Previous topic Granting access to the Data menu, data flows, and interaction history summaries Next topic Change from Customer Contact Policy to Outbound Limits