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Installing and configuring the Customer Profile Designer component

Suggest edit Updated on May 6, 2021

Before you can use the Customer Profile Designer component, you must download and install it.

  1. Download the component from Pega Marketplace.

  2. Import the .zip file into your instance in Dev Studio by doing the following steps:

    1. In Dev Studio, click ConfigureApplicationDistributionImport.

    2. Upload the .zip file.

    3. Follow the import wizard to complete the process.

  3. Enable the component.

    Manage components window
    Manage components window
  4. Save your implementation application.

  5. Open the PegaNBAMS:Agents access group and update the application to be your implementation application.

  6. Select the summary that you wish to use and save it into your Pega Customer Decision Hub implementation Rules ruleset.

    For information about the summaries shipped with this component, see Summaries included in the component.
  7. In the Pega Customer Decision Hub portal, click DataProfile Data SourcesSummaries.

  8. Open the summary that you intend to use and click Save.

  9. If you do not plan to use a particular summary, and you do not want it to appear on the Profile Data Summaries landing page, save the summary rule into yourPega Customer Decision Hub implementation Rules ruleset, and then change the availability of the rule to Blocked.

  10. In the Pega Customer Decision Hub portal, click DataProfile Designer.

  11. Associate the summaries that you want to use with specific customer contexts.

Upgrade information for the Customer Profile Designer component

The Customer Profile Designer component does not currently require upgrading. The component is meant to be used as an accelerator, to be extend as needed for individual implementations.

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