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Using the Updates tile

Suggest edit Updated on June 2, 2022

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 versionPega Platform version from which you are updating.
Target versionPega Platform version to which you are updating.
Current state status barControl 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.
The current state status bar is reflective of the stage in the update journey
  1. 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.
  2. 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.
  3. Once Pega initiates your update request, click the Update tab.Result: The process moves into the Clone stage.
  4. 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.
  5. 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

    1. 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

    2. Perform UAT testing as described in Stage 3: Accept the Basic update of your production environment in Pega Cloud update checklist for Pega Infinity release 8.4.2 and later.
  6. 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

  7. 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.
  8. 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.
  9. 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.

    For more information about finalizing the update process after using the production URL, see Stage 4: Accept the Basic update of your production environment in Pega Cloud update checklist for Pega Infinity release 8.4.2 and later.

    Action center go/no-go notification

  10. In the Updates stage view, click the Go-NoGo button, as shown in the following example:

    Go/No-Go dialog box
    Select Go or No-Go in the associated dialog box

    Important: The temporary URL is not displayed if you update from a source version of 8.4.1 or earlier.

    For more information, see Pega Cloud Services upgrade checklist for Pega Infinity release 8.4.1 and earlier.

    1. Check off each required action of your confidence testing on your temporary production URL according to your requirements.
    2. 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.
  11. After completing the update process, the decommission of your clone is scheduled.
  12. 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.

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