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Completing the prerequisite tasks

Suggest edit Updated on August 25, 2021
Attention: Before starting the update, review this section carefully! You must complete all required prerequisites to prepare your environment for the update.

This document describes how to update the Pega Customer Service for Financial Services and Pega Sales Automation for Financial Services applications. Pega CRM for Financial Services (CRM) provides a single installer for both applications, but each application is licensed separately.

This document applies only to Pega customers who are running the applications on the premises or in a third-party cloud installation. For information about feature adoption steps for Pega Cloud Services environments, see the CRM for Financial Services 8.6 Feature Adoption for Pega Cloud guide on Pega Community.

When completing the prerequisites, back up your system after key milestones to ensure that you can revert to the last working version of the system if you encounter an issue. For instructions, see Backing up your system.

  1. When updating from a version that is not the previous version, review the update guides and release notes for each of the interim versions. For example, if updating from release 8.4 to release 8.6, review the 8.5 update guide, 8.5 release notes, and this guide.
    Some product changes, such as deprecated and withdrawn features, require user action before the update. See Pega Community for legacy update guides and release notes. To review a list of the product changes that have update impacts, see Crucial update information for Pega Customer Relationship Management.
  2. If updating from Pega Customer Service for Financial Services 8.5, apply Hotfix HFIX-80355 before starting the update.
  3. Before starting an update, and before backing up your system, review the database policies and application permissions that are used by your Pega Platform update. Determine whether the application is permitted to update the database automatically or if you must generate the database scripts that your organization will use to manually make schema changes.
  4. Determine which language packs are applicable to your product and check for availability.
    For information, see Pega Marketplace.
  5. Update the listed applications in the following order:
    Note: The Pega Foundation for Financial Services installation guide refers to Product Designer for Financial Services (PDFS) as optional, however, Pega Customer Service for Financial Services requires PDFS to be updated.
    1. Pega Foundation for Financial Services 8.6 as described in the Pega Foundation for Financial ServicesUpdateGuide on the Pega Foundation for Financial Services product page.
    2. Pega Product Designer for Financial Services 8.6 as described in the Product Designer for Financial ServicesUpdateGuide on the Pega Foundation for Financial Services product page.
  6. Apply hotfixes that are required to support Pega Foundation for Financial Services and Pega Product Designer for Financial Services before continuing with the update.
  7. Update to Pega Customer Service 8.6 and Pega Sales Automation 8.6. There is a single procedure to update both of those applications.
    Follow all of the instructions, including prerequisites, in the update guide on the Pega Customer Service product page or the Pega Sales Automation product page.
  8. Optional: Because SQL database triggers are no longer supported, before you update the application, have your database administrator check for and drop triggers.
  9. If you are upgrading from a 7.4 version or earlier, take a backup of the CPMFS_NOTES database table using the query create table temp as select * from desired_table. For some database systems, such as DB2, you must also reorganize the columns in the table to match the current version.
  10. Run SQL DROP TABLE CPMFS_NOTES to make the DDL changes.
  11. Optional: Update Pega Call to the latest version. For more information, see the Pega Call Update Guide on the Pega Call product page.
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