Your My Pega Cloud portalHome page includes a Updates tile to initiate
your update journey. You can view whether your environment is up-to-date, the schedule of
any upcoming updates of your environments, take required action during each stage of the
process, and provide feedback to streamline and facilitate your update journey.
Before you begin:
Before you can use the My Pega Cloud portal,
have the following:
Cookies enabled in your browser settings.
Cloud-admin role or cloud-change role access privileges. Contact your
Pega Cloud administrator to secure those. For more
information, see Support user roles.
If you have an upcoming update, you can prepare for your update by reviewing the
update checklist that is appropriate to your pre-update version:
Use the following definitions for the update journey and the Update tab in the
My Pega Cloud portal.
Source version
Pega Platform version from which you are
updating.
Target version
Pega Platform version to which you are
updating.
Current state status bar
Control that displays the present stage of your update journey.
The Update tab changes depending on the stage
in your update journey.Note: The
Initiate and
Resolve stages occur
automatically and are not displayed in the
Updates tab during your update
journey.
On the My Pega Cloud
Home tab, in the Updates tile,
initiate the update process by clicking Start.Result: You are redirected to the portal.
In My Support Portal, click New RequestFor something I need, and then specify a staging environment that you want Pega to clone and then update.
Important: This request takes five days to complete. Make the
request at least three weeks before your targeted production environment
update.
Once Pega initiates your update request, click the
Update tab.Result: The process moves into the Clone stage.
View the status of your cloned environment as Pega Cloud
provisions and updates the clone in the Clone stage
view.
The checklist displays the status of your clone environment being
provisioned, its infrastructure updated, and its Pega Platform version
updated.
The checklist that displays the progress of your clone
environment update
Result: Pega Cloud provisions and updates your clone
environment for your update application testing (UAT), and the update process
moves to the UAT stage.
Within 10 business days, perform UAT on the cloned environments by testing all
applications through automated and manual testing.
The Action center banner in the My Pega Cloud portal displays a link to your checklist with
required UAT actions, as shown in the following example:
Action center banner for UAT
In the UAT stage view, click the
redirect icon for each clone environment
(named <Environment Name>-CLONE) on which to
perform UAT.
The view updates to present a UAT Checklist and
Approve button as shown.
Your clone environment view when you are ready to perform
UAT testing
After completing UAT testing, click UAT Checklist and
Approve, and then enter your tentative schedule for the
production update, provide feedback, and check off the required testing and
update validation on the clone.
UAT Checklist and Approve dialog box
In the Decision Taken list select whether you approve
the testing on the clone environment for update, and then click
Submit.Result: If you select Approve, the update process moves
into the Updates stage.Important: If you select
Reject, the update case enters the
Resolved status and stops. You can perform
the update another time.
In the Updates stage view, verify that the
Environment update status table reflects the following
status in the updates process:
The Environment update status table in the
Updates stage
The columns in the table provide different information depending on
the update status:
Not yet Scheduled
Environment is not yet scheduled for update.
SCHEDULED
Environment has been scheduled for a certain time.
You can
view the scheduled time for the update in the MW
start time column.
The
Target Pega Version column reflects
the version to which the environment is to be
updated.
ONGOING
The environment update is in progress.
ABORTED BY CUSTOMER
You have aborted the updated by selecting
Reject during the
Go-NoGo action.
COMPLETED
The environment update is completed.
During the ONGOING status of your production environment
update, finalize your update.
In this stage, you receive an Action center notification
to go to a temporary production URL for your updated environment, and a
Go-NoGo link to proceed with the update within the
Updates tab.
From the point of receiving the
notification, you have 60 minutes to promote any necessary changes from the
updated staging clone to the temporary production URL, as stated in the
message deadline.
Check off each required action of your confidence testing on your
temporary production URL according to your requirements.
Specify whether the confidence testing on the temporary production URL
environment has met your approval for update:
To continue with the rolling update of the production
environment, select Go, check
Continue with immediate rolling
update, and then click
Submit.
The decision dialog box for the rolling update
To stop the update, select No Go. The
Update enters the ABORTED BY CUSTOMER
status. You can reschedule the upatde at a later time.
Result: The update process continues until the
Completed status. The update process then moves
to the Decommission stage view.
After completing the update process, the decommission of your clone is
scheduled.
After the decommission of the clone environment, the update process enters the
Resolve status.Result: Your update to the latest version of Pega Platform is
successful.
After completing your update journey, you receive an
Action center notification to provide Pega Cloud feedback about your experience.