Pega Product Designer for Financial Services
8.7 assets are located on the Pega Foundation for Financial Services
distribution media, in the Note: Pega Product Designer for Financial Services does not support Multi-Tenant environment.
\ResourceKit\PDFS directory. Navigate to this
directory to import the required files. Use the Import wizard to import the system data and
rulesets for Pega Product Designer for Financial Services to Pega Platform.
Result: The application bundle import is complete.
Note that updating does not affect existing enabled operators.
- Log in to Pega Platform at
with the administrative ID and password that you set up during the installation of
Pega Platform.For example: [email protected]
If this is the first time that you are logging in to this Pega Platform server after
the installation, you are prompted to change the password.
- In the header of Dev Studio, click and perform the following actions:
- Depending on your web browser, click Browse or
Choose File, select the
\ResourceKit\PDFS\Rules\PegaPDFS.jar from your distribution
image, and then click Next.
- 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 Product Designer for Financial Services
- Based on the review of the database policies and application permissions that are
used by your Pega Platform
Update Guide Prerequisites, select
Automatic or Manual, and then click
- Follow the instructions on the screen, and when the import is completed, click
- Verify the total error count. If there are no errors, click
- Repeat step 2 for the
ResourceKit\PDFS\rules\PegaPDFS_Implementation.jar file from your
- Optional: For the best performance and user experience, pre-assemble the rules in the application by running the
Static Assembler utility.
- Resolve errors if any.
- 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.
- In the Explorer panel, click , and then verify that the PegaPDFS ruleset appears on