Skip to main content


         This documentation site is for previous versions. Visit our new documentation site for current releases.      
 

Running the Pega Customer Service Upgrade Checker

Updated on October 5, 2021

In Pega Customer Service for Communications, run the Pega Customer Service Upgrade Checker to identify and fix overrides to locked rules, and to identify and remove deprecated and withdrawn rules.

Note: If you are using an industry version of Pega Customer Service, perform this action from the industry application, and not from the Pega Customer Service application.
Pega CRM for Communications 8.6 Feature Adoption for Pega Cloud
Before you begin: Import the critical rules list for your application as described in Importing the critical rules list.
  1. In the header of Dev Studio, click ConfigureCustomer ServicePega Customer Service Upgrade Checker.
  2. From the Base Application list, select your application, as implemented in Pega Customer Service for Communications.
  3. Select the rulesets that you want to check.
    All rulesets are selected by default.
  4. Click Run Utility.
    • If there are no overrides to final rules, the Pega Customer Service Upgrade Checker displays the Upgrade Health of your application as Good.
    • If there are overrides to final rules, the Pega Customer Service Upgrade Checker displays the Upgrade Health of your application as Poor.

      In this case, click Export to Excel to generate a spreadsheet that lists the issues to be fixed. This spreadsheet is useful so that you can compare it to later results, after you make corrections.

    The following figure shows an example of the output from running the utility:

    Customer Service Upgrade Checker
    Upgrade Checker shows health of update as Good or Poor so you can fix rules before update
  5. Fix the rule overrides using the remediation information in the following topics. Click the rule name to open the rule form and modify the rule.
  6. For deprecated and withdrawn rules, remove the rule from your application.
    Note:

    Deprecated rules for the new release are located in a deprecated rules ruleset, PegaCSC-Deprecated that is part of the built-on application for the new release. To use a deprecated rule until you have a replacement rule ready, add the deprecated ruleset to your application stack after the update. For information about how to modify the application stack, see RuleSet Stack tab.

  7. Before you update, run the Pega Customer Service Upgrade Checker again to verify your changes.

    If the upgrade health is still Poor, click Export to Excel to generate a spreadsheet that you can compare to previous results. Repeat these steps until the Upgrade Health displays a value of Good.

    Note: Some fixes, such as selecting a rule from the deprecated ruleset for the new release, cannot be completed until after the update. In that case, run the Pega Customer Service Upgrade Checker after you update and make those additional changes.
  • Previous topic Importing the critical rules list
  • Next topic Adopting Pega Customer Service for Communications 8.6 features

Have a question? Get answers now.

Visit the Support Center to ask questions, engage in discussions, share ideas, and help others.

Did you find this content helpful?

Want to help us improve this content?

We'd prefer it if you saw us at our best.

Pega.com is not optimized for Internet Explorer. For the optimal experience, please use:

Close Deprecation Notice
Contact us