Completing the prerequisite tasks
Before you update to the latest release of Pega Product Designer for Financial Services, complete the following tasks.
- Before starting an update, and before backing up your system, review the database policies and application permissions that are used by your Pega Platform update. Determine whether the application is permitted to update the database automatically or if you must generate the database scripts that your organization will use to manually make schema changes.
- update to the latest
available release of Pega Platform
8.7.For more information, see the Pega Platform update Guide for your environment available on the Deploy Pega Platform page.
- Apply any required hotfixes to the Pega Platform before upgrading the Pega Product Designer for Financial Services application. For a list of required hotfixes for Pega Platform, see the Pega Foundation for Financial Services Hotfix page.
- 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.warfile, deploy it in your Pega Platform installation before continuing. For deployment information, see the Pega Platform Installation Guide for your application server. - Install and verify Pega Foundation for Financial Services.For more information, see the Pega Foundation for Financial Services Installation Guide on the Pega Foundation for Financial Services product page.
- Apply any required hotfixes.For the list of required Pega Product Designer for Financial Services hotfixes, see the Pega Foundation for Financial Services Hotfix page.
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