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Preparing your Customer Decision Hub application

Suggest edit Updated on June 2, 2022
Note:

Follow these instructions when implementing Pega Customer Decision Hub (previously called Pega Marketing) version 8.6 or earlier in your Pega Cloud services environment.

If you are implementing Pega Customer Decision Hub version 8.7 or later, skip this procedure and follow the instructions in the Pega Customer Decision Hub Implementation Guide.

Before you create the Pega Customer Decision Hub implementation application in your Pega Cloud services Development environment, create a system architect operator with the privilege to run the First-time Setup Process.

Customer Decision Hub is a decision management-based solution for one-to-one customer engagement, which analyzes customer data in real-time and recommends next-best-action decisions for managing your customer interactions.

  1. Log in to your Pega Cloud services Development environment as the administrator@pega.com operator.
    Note: If you have not yet changed the default password, Pega Platform prompts you to change it.
  2. In the header of Dev Studio, click CreateOrganizationOperator ID.
  3. In the Operator ID short description field, enter a description of the operator's role, for example, System Architect.
  4. In the Operator ID field, enter a name for the operator, for example, SystemArchitect.
  5. In the upper-right corner of the new record, click Create and open.
  6. On the Profile tab, in the Application Access section, in the Access Group field, enter the appropriate access group:
    • For Pega Customer Decision Hub, enter CDHTemplate:CDHInstall.
    • For Pega Marketing, enter MKTTemplate:MarketInstall.
    Note: Ensure that the default access group radio button is selected.
  7. Click the Work tab.
  8. In the Routing section, click Update.
  9. In the Update Organization Unit dialog box, perform the following actions:
    1. In the Organization field, enter the name of your organization.
    2. In the Division and Unit fields, enter the names of the division and unit to which the system architect operator belongs.
  10. Click Submit.
  11. On the operator ID record, click the Security tab.
  12. On the Security tab, select the Allow rule check out checkbox.
  13. Click Update password, enter the new password, and then click Submit.
  14. In the upper-right corner of the operator ID record, click Save.
  15. In the lower-left corner, click the user icon, and then select Log off to log out of Dev Studio.
What to do next: Create your Pega Customer Decision Hub implementation application.
  1. Log in to your Development environment as the system architect operator that you created above.
  2. Follow the steps of the First-time Setup Process wizard.Note: If you did not designate your Organization in the previous task, Pega Platform prompts you to enter it.
  3. After you create your implementation application, review the Pega Customer Decision Hub Implementation Guide for any additional implementation steps that you need to take to complete the development of your application for your business needs.
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