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Importing the application

Updated on March 9, 2022

Use the Import wizard to import the system data and rulesets for Pega Foundation for Financial Services to Pega Platform.

Pega Foundation for Financial Services Installation Guide
  1. Log in to Pega Platform at https://hostname:port/prweb with the administrative ID and password that you set up during the installation of Pega Platform.
    For example: [email protected]
  2. In the header of Dev Studio, click ConfigureApplicationDistributionImport and perform the following actions:
    1. Depending on your web browser, click Browse or Choose File, select the \Rules\PegaFFS_Int.jar file from your distribution image, and then click Next.
    2. Ensure that you import all components by leaving the Enable advanced mode to provide granular control over the import process check box cleared, and then click Next.
      Result: The wizard identifies differences between the database schema of your current system and the schema of Pega Foundation for Financial Services 8.7.
    3. If the file that you are importing requires changes to the database schema, select Automatic or Manual, and then click Next.
      If you select Manual, see Viewing and applying schema changes.
    4. Follow the instructions on the screen, and when the import is completed, click Done.
  3. Repeat step 2 for the following files:
    • \Rules\PegaFFS.jar
    • \Rules\PegaFFS_Sample.jar
    • \Rules\PegaFFS_Schema.jar
    • \Rules\PegaFFS_DataInstances.jar
    • \Rules\PegaFFS_Int.jar
  4. Apply the required hotfixes by using Hotfix Manager.
  5. Optional: Install the Pega Product Designer for Financial Services.
    For more information, see the Pega Product Designer for Financial Services Installation Guide that is available on the Pega Foundation for Financial Services product page.
  6. Optional: For the best performance and user experience, pre-assemble the rules in the application by running the Static Assembler utility.
  7. In the Explorer panel, click Records SysAdminRuleSet, and then verify that the PegaFS ruleset appears on the list.

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