Automate the initial steps in creating your Pega Customer Decision Hub
implementation application by using the Pega Customer Decision Hub setup wizard. Preconfigure
your application using best-practice industry templates and set up the Pega 1:1 Operations Manager application for change management.
When you run the Pega Customer Decision Hub setup wizard, you configure the following
components and settings:
Next-Best-Action Designer configuration, supporting standard business
issues
Data model for your customer class and context dictionary
Change management, including the Pega 1:1 Operations Manager application
When you run the Pega Customer Decision Hub setup wizard, you can skip the steps that
configure the Next-Best-Action Designer, data model, and repository. However,
you need to complete these configuration steps manually later. To save time and effort,
it is recommended to configure these components through the Pega Customer Decision Hub setup wizard.
Caution: If a Pega Customer Decision Hub application already exists in
your system, running the Pega Customer Decision Hub setup wizard overwrites some of the
existing application settings. This will cause issues with your existing application.
Having more than one active Pega Customer Decision Hub application on the same
Pega Platform instance is not supported. This includes custom
applications built by you, and sample applications provided by Pega.Note: If you want to test the setup wizard, before you run it in your
system, perform the following challenge on Pega Academy: Running Pega Customer Decision Hub setup
wizard. To learn more about the setup wizard, see Pega Customer Decision Hub setup
wizard.
Log in to Dev Studio as the system architect operator
in the CDHTemplate:CDHInstall access group.Result: The system launches the Pega Customer Decision Hub setup wizard.
In the Choose your industry to start the application setup
step, perform one of the following actions:
To use a best practice template for your industry, select one of the
industry tiles, for example, Communications or
Financial services.
If a template for your industry is not available or you want to define
the data model and Next-Best-Action Designer configuration
manually, click Other.
Industry selection in thePega Customer Decision Hub setup wizard
Note: By selecting an industry template, you configure the following
components:
Next-Best-Action Designer configuration
Data model for your customer class and context dictionary
Change management, including the Pega 1:1 Operations Manager
application
If you selected Other, perform the following
actions:
In the Data model configuration step, upload the
xCAR data model for your industry from the Pega Marketplace or your own data model, and
then click Next.
If your application is deployed in a environment, select
pegacloudrepository. This repository is
preconfigured for you as part of the Pega Cloud File Storage
solution and intended for SFTP file transfers.
Repository selection in the Pega Customer Decision Hub setup wizard
Click Next.
In the What's your organization name field, enter or
select the name of your organization, and then click
Next.
The organization name is used to properly name artifacts in your Pega Customer Decision Hub application.Note: In Pega Cloud deployments, if the organization name was
configured earlier, this wizard step is not displayed.
In the Review your configuration step, review your
configuration before starting the process to set up your Pega Customer Decision Hub application.
Note: The automated process is not reversible and can take
up to 30 minutes
In the following example, the configuration includes the Retail Banking
template, which provides a best-practice data model and Next-Best-Action Designer template for financial services. The decision
repository and the organization name are also selected.
Configuration review in the Pega Customer Decision Hub
Click Start.
After the setup process is completed, in the Setup
completed step, click Download log, and
then review the configuration steps completed by the Pega Customer Decision Hub setup wizard.
Successful setup completion in the Pega Customer Decision Hub setup wizard
The green bar in the Setup completed step of the wizard indicates
successful setup.
If a failure occurs during the setup process, resolve the issue, and then rerun
the setup wizard:
Click Download log, and then review the
information about the failure.
Ask the system administrator to resolve the failure.
After the failure is resolved, log in to the application again as the
system architect operator in the
CDHTemplate:CDHInstall access group.Result: The setup wizard resumes at the Review your
configuration step. Depending on the failure type, the
setup wizard restores the setup process to the point of the last
failure:
Pega Customer Decision Hub and Pega 1:1 Operations Manager application failures revert all the artifacts to the
out-of-the-box functionality.
A data model failure reverts all the classes and artifacts
generated with the data model process.
Any error that occurs when saving the context dictionary reverts
all the changes for classes and other artifacts.
An overlay application failure deletes the application overlay
and reverts the application stack to the point before its
creation. All the access groups that were created will point to
the Pega 1:1 Operations Manager implementation
application.
Click Open Customer Decision Hub.
In the Pega Customer Decision Hub portal, perform the following
actions:
Review the data model for your customer class and context
dictionary.
Review the Next-Best-Action Designer configuration.
Verify access to Revision Manager.
Verify access to the Pega 1:1 Operations Manager
application.
