Skip to main content


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

Completing the prerequisite tasks

Updated on January 18, 2022

Before you install Pega Foundation for Financial Services, complete the following tasks.

Pega Foundation for Financial Services Installation Guide
  1. Install or update to Pega Platform 8.7 or the latest patch release.
    For more information, see the Pega Platform Installation Guide or the Pega Platform Update Guide for your environment on the Pega Platform page on Pega Community.
    Patch releases are available through Pega’s standard software delivery process. You can request software through Pega Software Distribution or by contacting GCS.
  2. Update the Pega Platform online help to the latest version from the Online Help Files section on the Pega Platform Update page. After you download the latest prhelp.war file, deploy it in your Pega Platform installation before continuing. For deployment information, see the Pega Platform Installation Guide for your application server.
  3. If you are currently running Pega Foundation for Financial Services 7.17, perform a sequential update to release 7.21, and then to 7.21.1.
    A direct update from release 7.17 is not supported. You can update to Pega Foundation for Financial Services 8.7 from releases 7.21.1 and later.
    For more information, see the Pega Foundation for Financial Services Update Guide for a previous release on the Pega Foundation for Financial Services product page.
  4. Review the database policies and application permissions that are used by your instance of Pega Platform to determine whether the application is permitted to update the database automatically, or if you must generate the database scripts that your organization will use make schema changes manually.

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