Before you update to the latest release of Pega Product Designer for Financial Services, complete the following tasks.
starting an update, and before backing up your system, review the database policies
and application permissions that are used by your Pega Platform
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
- 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
- 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
- Install and verify Pega Foundation for Financial Services.
- Apply any required hotfixes.