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Customer Service for Healthcare '24.1

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Install Pega CRM

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Table of Contents
  • Get Started
  • Release notes
  • Install
    • Install with UI Kit
      • Completing prerequisite tasks
      • Installing Pega CRM for Healthcare for Traditional UI
      • Adding the PegaCSHC-Cases-CME ruleset for DX API customizations
    • Install with Constellation
      • About the Pega Platform installation
      • Import the Pega Common Data Model for Pega CRM for Healthcare
      • Install Pega CRM
        • Importing the application file for a Pega CRM installation
        • Set ConstellationPegaStaticURL for Pega Customer Service
        • Setting ConstellationPegaStaticURL for Pega Sales Automation
      • Install Pega CRM for Healthcare
        • Import the application file for a Pega CRM for Healthcare installation
        • Verify OAuth 2.0 and the application URI for Pega CRM for Healthcare
        • Optional: Import the sample data for Pega CRM for Healthcare
  • Update
    • Update with UI Kit
      • Pega Customer Service for Healthcare Update Summary
      • Upgrade checkers
        • Customer Service Upgrade Tools
        • Pega Customer Service Upgrade Checker
          • Import the legacy Pre-Upgrade Checker (7.4, 8.1, 8.2)
          • Import the critical rules list
          • Run the Upgrade Checker
        • Sales Automation Upgrade Checker
          • Import the Upgrade Checker
          • Run the Upgrade Checker
        • Pega cloud feature adoption
          • Customer Service for Healthcare features (Cloud)
          • Sales Automation for Healthcare features (Cloud)
            • Adopting Pega Sales Automation for Healthcare features (Pega Cloud)
        • On-Premises and third-party cloud update
          • Completing the prerequisites
          • Information about legacy Pega Customer Service portals
          • Updating Pega CRM for Healthcare for Traditional UI
            • Importing the application file
            • Importing the application files for Pega Customer Service Chat
            • Importing the Pega Call with CRM application bundle
          • On-premises, third-party cloud feature adoption
            • Updating from Pega Customer Service for Healthcare 7.22
            • Migrating data from Pega Sales Automation for Healthcare 7.31 and earlier
            • Updating from Pega Sales Automation for Healthcare 7.31
        • Feature adoption procedures
          • Updating your built-on application for Pega CRM for Healthcare
          • Pega Customer Service for Healthcare procedures
            • Optional: Adding the PegaCSHC-Cases-CME ruleset for DX API customizations in Pega CRM for Healthcare update
            • Adopting customer composites (Pega Customer Service for Healthcare)
            • Adopting customer search (Pega Customer Service for Healthcare)
            • Adopting customer verification (Pega Customer Service for Healthcare)
            • Adopting Pulse notifications (Pega Customer Service)
            • Adopting new settings (Pega Customer Service for Healthcare)
            • Setting the toggle for related cases (Pega Customer Service)
            • Optimizing the czRemoteCaseId property (Pega Customer Service for Healthcare)
            • Enabling settings for business conditions (Pega Customer Service for Healthcare)
            • Migrating from Legacy Webchat to Web Messaging (Pega Customer Service for Healthcare)
            • Handling recent cases issue in the General Category service cases ( Pega Customer Service for Healthcare)
            • Copying chat transfer rules from Pega Customer Service
            • Updating Rulesets for chatbot preview console compatibility
          • Pega Sales Automation for Healthcare procedures
            • Copying response time-out in Pega Sales Automation for Healthcare
            • Adopting the opportunity splits feature to Pega Sales Automation for Healthcare
            • The Create stage in Pega Sales Automation for Healthcare
            • Deleting PegaSalesAutomationHybrid system runtime context in Pega Customer Service for Healthcare or Pega Sales Automation for Healthcare
            • Lead stages sourced from case life-cycle in Pega Sales Automation for Healthcare
            • Pega Sales Automation for Healthcare mobile application
            • Checking your Pega Customer Service for Healthcare access roles for the required privilege
            • Updating PegaHCSPM system runtime context in Pega Sales Automation
            • Adopting changes to Opportunity case types in Pega Sales Automation
            • Adopting changes to Batch Renewal case type in Pega Sales Automation
            • Modifying individual lead stages (Pega Sales Automation)
            • Creating individual accounts for organization contacts (Pega Sales Automation)
            • Updating quote requests inPega Sales Automation for Healthcare
            • Updating the account data model in Pega Sales Automation for Healthcare
            • Updating the opportunities table and Medicare selling mode in Pega Sales Automation for Healthcare
            • Saving the lead source value with one property in Pega Sales Automation for Healthcare
            • Setting the owner as the team member for opportunities in Pega Sales Automation for Healthcare
            • Updating the billing address work objects in Pega Sales Automation for Healthcare
            • Updating the Market segment and Selling mode properties for Medicare case types in Pega Sales Automation for Healthcare
            • Updating the Medicare class group in Pega Sales Automation for Healthcare
            • Making Small Group, Large Groups, and Medicare opportunities accessible in Pega Sales Automation for Healthcare
            • Preventing duplicate entries in the Lead source widget in Pega Sales Automation for Healthcare
            • Adding access roles (Pega Sales Automation)
            • Updating from Pega Sales Automation for Healthcare 7.31
            • Setting the toggle for configuration set use (Pega Customer Service for Healthcare)
            • Configuring data loaders extensions for Pega Sales Automation for Healthcare
    • Update with Constellation
      • Update summary for Pega Cloud implementations
      • Update summary for On-premises and third-party cloud implementations
        • Updating Pega Common Data Model
          • Determine the location of the entity source
          • Optional: Update the number of language values on the Contact class record
        • Updating Pega CRM
          • Updating the dynamic system settings
          • Setting ConstellationPegaStaticURL for Pega Customer Service
          • Set ConstellationPegaStaticURL for Pega Sales Automation
        • Update Pega CRM for Healthcare
          • Verify OAuth 2.0 and the application URI for Pega CRM for Healthcare
          • Optional: Import the sample data for Pega CRM for Healthcare
          • Optional: Populating the Language section in Pega Customer Service
  • Hotfixes
    • Hotfixes for Pega Customer Service for Healthcare 8.x
      • Release 8.5 hotfixes
      • Release 8.4 hotfixes
      • Release 8.3 hotfixes
      • Release 8.2 hotfixes
      • Release 8.1 hotfixes
    • Hotfixes for Pega Customer Service for Healthcare 7.x
      • Release 7.4 hotfixes
      • Release 7.31 hotfixes
      • Release 7.22.1 hotfixes
      • Release 7.22 hotfixes
  • Implement
  • Microjourneys
HomeCustomer Service for Healthcare '24.1...InstallInstall with ConstellationInstall Pega CRMCurrent page
Table of Contents

Install Pega CRM

  •  
    • Customer Service for Healthcare '24.1
    • Pega Collections
    • Pega Care Management '24.1
    • Customer Service for Financial Services '24.1
    • Customer Service for Financial Services '23
    • Customer Service for Communications '24.2
    • Customer Service for Communications '24.1
    • Customer Service for Communications '23
  • Last UpdatedJul 10, 2025
  • 1 minute read
    • '24.1
    • Pega Customer Service
    • Constellation
    • Healthcare and Life Sciences
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To install Pega CRM, complete the procedures in this section.

  • Importing the application file for a Pega CRM installation
    Load the system data and rulesets for Pega CRM.
  • Set ConstellationPegaStaticURL for Pega Customer Service
    Set up the Dynamic System Settings (DSS) to specify the details for Pega Customer Service.
  • Setting ConstellationPegaStaticURL for Pega Sales Automation
    Set up Dynamic System Settings (DSS) to specify the details of your Pega Sales Automation application.
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