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Preparing your Pega Customer Decision Hub application for development

Suggest edit Updated on December 1, 2021

This article applies to clients who are using Pega Customer Decision Hub (previously called Pega Marketing) versions 8.6 or earlier in their Pega Cloud services environments.

Congratulations on taking the first steps in managing your 1:1 engagements with your customers using Pega’s Next-Best-Action!

To use your Pega Customer Decision Hub application in your new Pega Cloud services environment, you need to create an administrative user for the application, and then complete the initial setup for your environment.

Creating an administrative user for Pega Customer Decision Hub
  1. Log in to your Pega Cloud services environment using administrator@pega.com and the supplied credentials.

    Note: If you have already changed your Pega Platform administrator password, use the password you created. If you have not yet changed the default password, Pega Platform will prompt you to change it.
  2. Create an operator that to act as the administrator:

    1. In Dev Studio, click ConfigureOrg & SecurityOrganization Operators.

    2. On the Organization and Security landing page, click New, and then enter a short description and an operator ID for the marketing administrator.

      Note: You can add other users later.
    3. In the Application Access section, specify the appropriate access group and select it as the default access group.

      • For Pega Customer Decision Hub, enter CDHTemplate:CDHInstall as the access group.
      • For Pega Marketing, enter MKTTemplate:MarketInstall as the access group.
    4. On the Work tab, in the Routing section, click Update to specify your Organization, Division, and Unit.

    5. On the Security tab, select the following check boxes:

      • Allow rule check out
      • Update passwordNote: Pega Platform prompts you to change the password when you first log in.
  3. Log out as administrator@pega.com.

Complete your Pega Customer Decision Hub environment.
  1. Log in to your Pega Customer Decision Hub cloud environment using the administrative user set up above.
  2. Pega Platform displays the First-time Setup Process. Follow the steps for this setup.Note: If you did not designate your Organization in the previous task, Pega Platform prompts you to enter it.
  3. Review Pega Customer Decision Hub Implementation Guide for any additional implementation steps required for your application's business needs.
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