To install Pega Customer Relationship Management for Healthcare your application, complete the procedures in this section.

If you are using Pega Customer Decision Hub with Pega Sales Automation for Healthcare or Pega Customer Service for Healthcare, or both, follow the procedures in the Pega Customer Decision Hub Installation Guide and see "Configuring your Pega applications to support CRM" in the Pega Customer Decision Hub Implementation Guide. Both guides are available on the Pega Customer Decision Hub product page.

The system data and rulesets for Pega Customer Relationship Management for Healthcare are loaded during this task.

1. Log in to Pega Platform (https://<hostname>:<port>/prweb) by entering the administrator ID, for example, [email protected] and the password that you used during Pega Platform installation.
2. In the header of Dev Studio, click ConfigureApplicationDistributionImport.
3. Select the Rules\PegaCRMHC.jar file from your distribution media, and then follow the wizard instructions.
4. If you are using Pega Sales Automation for Healthcare, import the CensusTools.jar file. Otherwise, skip this step.
   1. In the header of Dev Studio, click Configure ApplicationDistributionImport.
   2. Browse for and select the ResourceKit\CensusTools.jar file.
   3. Click Next to import the JAR file that contains rules and other objects.
5. When the import is complete, click Done.
6. Apply the required hotfixes by using Hotfix Manager. For more information about applying hotfixes, see Applying the latest on-premises patch.
7. Optional: Verify the application rules.
   1. In the navigation pane of Dev Studio, click RecordsApplication DefinitionApplication.
   2. Confirm that the following application rule or rules are displayed in the list:
      • CSHC 8.6
      • CSHC 8
      • PegaHCSPM 8

1. In the header of Dev Studio, click ConfigureApplicationDistributionImport.
2. Browse to select the file or files to import. Import the following file or files, in the sequence shown.
   • SampleDB\CSHCSample.jar
   • SampleDB\CSHCKMSample.jar
   • SampleDB\SAHCSampleApp.jar
   • SampleDB\SAHCSampleData.jar
3. Follow the wizard instructions to import the sample data.

If you imported the sample data, operators are included that allow you to access the sample data. For security purposes, sample operators are disabled by default.

To enable the sample operators, complete the following steps.

1. In the header of Dev Studio, click ConfigureOrg & SecurityAuthenticationOperator Access.
2. In the Disabled operators section, select the check box next to the operator ID to enable.
3. Click Enable selected.
   The Enable Operator dialog is displayed.
4. Click Submit to confirm that you want to enable the selected operator ID.

   The application assigns a randomly generated one-time password to each operator that you enabled, and it displays the operators and passwords in the dialog. For example:

   

   

5. Write down the passwords so that you can log in as that operator.
6. Click OK to close the dialog box.