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Updating the application

Updated on December 15, 2021

To update Pega Knowledge, complete the procedures in this section.

Pega Knowledge Update Guide Pega Knowledge Update Guide Pega Knowledge Update Guide Pega Knowledge Update Guide Pega Knowledge Update Guide
Before you begin: Complete the prerequisites for this update.

Importing the application file

The system data and rulesets for Pega Knowledge are loaded during this task.

  1. Log in to Pega Platform (https://<hostname>:<port>/prweb) by entering the administrator ID, for example, [email protected] and the password that you used during Pega Platform installation.
  2. In the header of Dev Studio, click ConfigureApplicationDistributionImport.
  3. Select the Rules/PegaKM.jar file from your distribution media, and then follow the wizard instructions.
  4. When the import is complete, click Done.
  5. Apply the required hotfixes by using Hotfix Manager. For more information about applying hotfixes, see Applying the latest on-premises patch.
  6. Optional: Verify the application rules.
    1. In the navigation pane of Dev Studio, click RecordsApplication DefinitionApplication.
    2. Confirm that the following application rule is displayed in the list:
      • PegaKM 8

Optional: Enabling sample operator accounts

You can enable the operators that are included in the sample data and then use them for initial testing and application installation verification. For additional information about enabling operator accounts, see Enabling operators.

  1. In the header of Dev Studio, click ConfigureOrg & SecurityAuthenticationOperator Access.
  2. In the Disabled operators section, select the check box next to each Pega-provided sample operator that you want to enable, and click Enable selected.
  3. In the confirmation dialog that is displayed, click Submit.
  4. In the Enable Operator window, copy the sample operators' temporary passwords and communicate them to those who will be using them, following your organization's security best practices and click OK.
    When you subsequently log on with this sample operator role the first time, use the temporary password that you recorded. You will be prompted to reset your password.
  5. Click OK.

Enabling the search function

Perform the following steps to index the content in Pega Knowledge to support suggested content and search functions.

  1. In the header of Dev Studio, click ConfigureSystemSettingsSearch.
  2. In the Search indexing section, select the All work check box.
  3. Select the Index work attachments check box if you want to include file attachments in the search.
  4. In the Security section, select the Customize full-text search check box.
    Ensure that the For specified properties check box is not selected.
  5. In the Default indexes section, in the All work index row, click Re-Index.
  6. Click Save Settings.
  7. Click Dedicated on the Search indexing landing page.
  8. In the list of dedicated indexes, verify that the status of work-pegafw-km-work-content and work-pegafw-km-work is Available.
  9. Re-index work-pegafw-km-work-content and work-pegafw-km-work by clicking Re-index to the right of each index row.
  10. If the indexes do not display after the update, restart the server, verify the indexes, and then re-index.

Setting the version number of your built-on application

Based on the type of update, you might need to set the version number of your built-on application. If you are performing a major update, for example, you are updating from version 7.x to version 8.x, set the version number of your built-on application so that you can use the latest features in Pega Knowledge.

  1. In the header of Dev Studio, click ApplicationDefinition.
  2. In the Built on applications section, change the value in the Version field to the number of the updated version.
    For example: 8
  3. Click Save.

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