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Pre-Upgrade Check for Pega Customer Decision Hub

Updated on June 20, 2022

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This content applies to On-premises, Client-managed cloud and Pega Cloud environments

Assess whether your system is ready for an update to the latest version by adding the Pre-Upgrade Check component to your Pega Customer Decision Hub application, and then running a series of checks.

Pega Customer Decision Hub Update Guide
Before you begin: Enable the Pre-Upgrade Check component on your application. For more information, see Installing Pre-Upgrade Check component on Pega Customer Decision Hub 8.x.Note: Create the Visual segments to replace the deprecated Non-Visual segments before the update. For more information, see Issue: Deprecated rules.

The Run button for Non-Visual segments will no longer be available, and the Segment refresh through the Campaign or the Segment Schedule will fail.

With the Pre-Upgrade Check component, you can identify the following types of problems that might cause errors or failure during an update:
  • Missing hotfixes
  • Locked artifact ruleset
  • Excessive number of batch database tables
  • Customized rules
  • Retired applications
  • Deprecated artifact types
  • Next-Best-Action Designer issues

Prepare your application for an update by identifying and resolving any issues that might make the update unsuccessful.

  1. In the header of the Pega Customer Decision Hub portal, click ConfigurationPre-Upgrade Check.
  2. On the Pre-upgrade check page, click Run.Result: The application displays the results grouped into categories, as shown in the following example:
    Pre-upgrade check issues group by categories
  3. Review and resolve the reported issues.
  4. Run the Pre-Upgrade Check component again by repeating steps 1 through 3.
Result: When the check returns no more issues, your application is ready for an update.
  • Previous topic Completing the prerequisite tasks
  • Next topic Installing Pre-Upgrade Check component on Pega Customer Decision Hub 8.x

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