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Importing the application bundle

Updated on January 18, 2022

Pega Product Designer for Financial Services 8.7 assets are located on the Pega Foundation for Financial Services distribution media, in the \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.

Note: Pega Product Designer for Financial Services does not support Multi-Tenant environment.
  1. Log in to Pega Platform at https://hostname:port/prweb 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.
  2. In the header of Dev Studio, click ConfigureApplicationDistributionImport and perform the following actions:
    1. 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.
    2. 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 8.7.
    3. 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 Next.
      If you select Manual, see Viewing and applying schema changes.
    4. Follow the instructions on the screen, and when the import is completed, click Done.
  3. Verify the total error count. If there are no errors, click Done.
  4. Repeat step 2 for the ResourceKit\PDFS\rules\PegaPDFS_Implementation.jar file from your distribution media.
    You can now optionally install a PDFS demo application and its corresponding sample data as described in Optional: Updating sample data and operators.
  5. Optional: For the best performance and user experience, pre-assemble the rules in the application by running the Static Assembler utility.
  6. Resolve errors if any.
    If you are unable resolve them, post your questions to the Pega Product Support Community.
  7. 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.
  8. In the Explorer panel, click RecordsApplication DefinitionApplication, and then verify that the PegaPDFS ruleset appears on the list.
Result: The application bundle import is complete. Note that updating does not affect existing enabled operators.

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