Importing the application bundle
Use the Import wizard to import the system data and rulesets for Pega Smart Dispute for Issuers to Pega Platform.
Pega Smart Dispute for Issuers Installation Guide
- Log in to Pega Platform at
https://hostname:port/prwebwith the administrative ID and password that you set up during the installation of Pega Platform. - In the header of Dev Studio, click and perform the following actions:
- Depending on your web browser, click Browse or
Choose File, select the
\Rules\SmartDispute_Base_Schema_87.jarfile from your SmartDispute Base 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.
- If the file that you are importing requires changes to the database schema, select Automatic and then click Next.
- Follow the instructions on the screen, and when the import is completed, click Done.
- If there are column length issues encountered during the installation process, increase the length of
the following table columns to the length given below in parentheses:
- PR_INDEX_REFERENCE MODIFY PXREFERENCINGDESCRIPTION VARCHAR(128)
- PR_INDEX_REFERENCE MODIFY PXRULEFAMILYNAME VARCHAR(192)
- PR_INDEX_REFERENCE MODIFY PYRULENAME VARCHAR(192)
- PR4_RULE_PROPERTY MODIFY PYLABEL VARCHAR(128)
- PR4_FIELDVALUE MODIFY PYLABEL VARCHAR(128)
- PR4_RULE_VW MODIFY PYLABELVARCHAR(128)
- PR4_RULE_SECTION PYLABEL VARCHAR(128)
Query changing the column length: ALTER TABLE <RULESSCHEMA>.PR_INDEX_REFERENCE MODIFY PXREFERENCINGDESCRIPTION VARCHAR(128);
- Depending on your web browser, click Browse or
Choose File, select the
- The
SmartDispute_Base_Schema_87.jarfile contains the following third-party files that require an application restart, follow the instructions on the screen to restart the app server.jai imageio-1.1.jarpdfbox-app-2.0.6.jarsdk-api-core-1.4.19.jarsignpost-core-1.2.1.2.jar
- Repeat steps 2.a to 2.e for the following files from
your distribution image:Smart Dispute Base
Rules\SmartDispute_INT_87.jar(shared layer)Rules\SmartDispute_Base_87.jar(shared layer)Rules\SmartDispute_Debit_87.jar(shared layer)Rules\SmartDispute_Base_Config_Data_87.jar(tenant layer)
Smart Dispute VisaRules\SmartDispute_Visa_Schema_87.jar(shared layer)Rules\SmartDispute_Visa_87.jar(shared layer)Rules\Canada\SmartDispute_Visa_Canada_87.jar(shared layer)Rules\AP\SmartDispute_Visa_AP_87.jar(shared layer)Rules\LAC\SmartDispute_Visa_LAC_87.jar(shared layer)Rules\CEMEA\SmartDispute_Visa_CEMEA_87.jar(shared layer)Rules\Europe\SmartDispute_Visa_Europe_87.jar(shared layer)Rules\US\SmartDispute_Visa_US_87.jar(shared layer)Rules\Interlink\SmartDispute_Visa_Interlink_87.jar(shared layer)Rules\SmartDispute_Visa_Config_Data_87.jar(tenant layer)
Smart Dispute MastercardRules\SmartDispute_MasterCard_Schema_87.jar(shared layer)Rules\SmartDispute_MasterCard_87.jar(shared layer)Rules\SmartDispute_MasterCard_Config_Data_87.jar(tenant layer)Rules\Maestro\SmartDispute_Maestro_87.jar(shared layer)
Smart Dispute AMEXRules\SmartDispute_AMEX_87.jar(shared layer)
- Conditional: If integration with Ethoca and/or Verifi is required, install the
relevant following files available in Smart Dispute Base package in the shared layer:
SmartDispute_Base\ResourceKit\Rules\SmartDispute_Base_Ethoca_87.jarSmartDispute_Base\ResourceKit\Rules\ SmartDispute_Base_Verifi_87.jar
- Conditional: If Customer Service for Financial Services (CSFS) implementation is
required install the following files available in Smart Dispute Base package in the shared
layer:
SmartDispute_Base\ResourceKit\Rules\SmartDispute_CSFS_87.jar
- Conditional: If Pega Smart Dispute for Unified implementation is required
install the following file available in Smart Dispute Base package in the shared
layer:
SmartDispute_Base\ResourceKit\Rules\SmartDispute_Unified_87.jar
- Conditional: If Pega Smart Dispute for Unified implementation along with Payment
Exception Recovery is required, install the following file available in Smart Dispute Base
package in the shared layer:
SmartDispute_Base\ResourceKit\Rules\PaymentExceptionRecovery_Schema_87.jarSmartDispute_Base\ResourceKit\Rules\PaymentExceptionRecovery_Base_87.jarSmartDispute_Base\ResourceKit\Rules\PaymentExceptionRecovery_Config_Data_87.jarSmartDispute_Base\ResourceKit\Rules\PaymentExceptionRecovery_Zelle_87.jarSmartDispute_Base\ResourceKit\Rules\PaymentExceptionRecovery_Unified_87.jar
- Patch release changes
To import the patch release changes or incremental code changes post GA, please proceed to the designated \Patch folder available in the package and then import the .jar files according to your implementation.
For example, SmartDispute Base package patch release changes are available under:
..\Patch\SmartDispute_Base_Patch.jar..\ResourceKit\Patch\PaymentExceptionRecovery_Base_Patch.jar
Visa data patch jars contain a complete set of data instances for dispute validations and supporting documents to reset the Smart Dispute for Issuers application. Installing the package replaces your current set of dispute validations and supporting documents data records.If any custom extensions were made to the dispute validations or supporting documents by a customer, these get overwritten. Therefore, make a record of these extensions before installing this package to avoid losing any custom content.
Execute the scripts below before importing the hot fix. This action deletes all dispute validations and supporting documents instances in your current setup
- Backup options
- Use the option of Export to Excel from the data types:
- Dispute Validations of class PegaCard-Interface-AdminDisputeValidations
- Supporting Documents of class PegaCard-Interface-Admin-VisaDocuments
- Have a backup/clone of the existing tables:
- pr_PegaCard_Interface_Admin_Di
- pr_PegaCard_Interface_Ad_67b6a
- SQL scripts
- DELETE FROM PR_PEGACARD_INTERFACE_ADMIN_DI
- DELETE FROM PR_PEGACARD_INTERFACE_AD_67B6A; COMMIT
- Optional: For the best performance and user experience, pre-assemble the rules in the application
by running the Static Assembler utility.For more information, see Preassembling rules in an application by using the Static Assembler utility.
- Ensure the Pega Platform for Financial Services (PFFS 8.7) HFix-83482 is installed and
any other hot fixes released on Pega Platform for Financial Services (PFFS 8.7) are
installed.For more information, see Pega Smart Dispute for Issuers Hotfixes page.
- Verify that the new application rule appears by performing the following actions:
- In the Explorer panel, click
- Verify that following rules appear in the list of built on applications:
Application Platform 8.x SmartDisputeIssuerAll 8 SmartDisputeBaseSchemes 8 SmartDisputeBase 8
- To configure Ethoca and Verifi components in Pega Smart Dispute for Issuers, in
Designer Studio, open the
SmartDisputeBaseapplication rule and add the required components.For more information, see Pega Smart Dispute for Issuers Implementation Guide.
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