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Installing the application

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Updated on December 3, 2021

To install Pega Care Management, complete the procedures in this section.

Before you begin: Complete the prerequisites for this installation.

Importing the application file

The system data and rulesets for Pega Care Management are loaded during this task.

  1. Log in to Pega Platform (https://<hostname>:<port>/prweb) by entering the administrator ID, for example, administrator@pega.com and the password that you used during Pega Platform installation.
  2. In the header of Dev Studio, click ConfigureApplicationDistributionImport.
  3. Select the Rules\PCM.jar file from your distribution media, and then follow the wizard instructions.
  4. When the import is complete, click Done.
  5. Apply the required hotfixes by using Hotfix Manager. For more information about applying hotfixes, see Applying the latest on-premises patch.

Optional: Importing the sample application and sample data files

The Pega Care Management distribution media includes a sample application and sample data to help you explore the application cababilities.

Before you begin: Import the Pega Care Management application file.

Optional: Importing the sample application

The sample application includes disabled sample operators that you can enable to learn about the workspaces for each operator role. Importing the sample application and data are optional, and the sample application that is provided might not align with your business needs.

  1. In the header of Dev Studio, click ConfigureApplicationDistributionImport.
  2. Select the SampleData\PCM_SampleApp.jar file from your distribution media.
  3. Follow the wizard instructions to import the sample data.

Importing the sample data

The Pega Care Management distribution media includes to help you explore the application capabilities. The sample data includes disabled sample operators that you can enable to learn about the workspaces for each operator role. Importing the sample is optional, and the sample data that is provided might not align with your business needs.

Before you begin: Import the Pega Care Management application file. For more information, see Importing the application file.
  1. In the header of Dev Studio, click ConfigureApplicationDistributionImport.
  2. Select the SampleData\PCM_SampleData.jar file from your distribution media.
  3. Follow the wizard instructions to import the sample data.

Optional: Enabling sample operator accounts

If you imported the sample data, operators are included that allow you to access the sample data. For security purposes, sample operators are disabled by default.

Before you begin: Ensure that you have already imported the sample data that contains the sample operators.

To enable the sample operators, complete the following steps.

  1. In the header of Dev Studio, click ConfigureOrg & SecurityAuthenticationOperator Access.
  2. In the Disabled operators section, select the check box next to the operator ID to enable.
  3. Click Enable selected.
    The Enable Operator dialog is displayed.
  4. Click Submit to confirm that you want to enable the selected operator ID.

    The application assigns a randomly generated one-time password to each operator that you enabled, and it displays the operators and passwords in the dialog box as shown in the following example:

  5. Write down the passwords so that you can log in as that operator.
  6. Click OK to close the dialog box.
What to do next: Log in as the sample operator, and change your password.
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