Before you begin: For most operations in Pega applications, you perform actions as
different roles and operators. The Pega Next-Best-Action Advisor sample application
includes some basic Pega operators, however, for security purposes they are disabled when
you install Pega Next-Best-Action Advisor
8.7. If you want to log in to the sample Pega Next-Best-Action Advisor application, use the Pega-provided operators as a template to
create your own.
-
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.
- In the header of Dev Studio, click .
This page lists all currently disabled operator accounts.
- Click one of the following Pega-provided operators.
- AdvisorSysadmin
- NBAMashupSysAdmin
Note: The NBAMashupSysAdmin operator is used when embedding Pega Next-Best-Action Advisor in your third-party customer service application as a Pega
Web Mashup gadget. If you want to implement Pega Next-Best-Action Advisor as a
standalone application or as part of your Pega Customer Service application, you can
skip this operator.
- Click and enter the Operator ID. This creates a new
operator record with all the settings and preferences of the Pega-provided operator.
-
Optional: In the
Contact Information
section on the
Profile
tab, fill out the required information.
-
In the
Access settings
section on the
Security
tab, click
Update password
and enter a temporary password for this operator.
-
Select the
Force password change on next login
check box and clear the
Disable Operator
check box.
- Click .
- Repeat these steps to create all operators that you want to use with the sample.
