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Updating the application

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Updated on September 3, 2021

To update your application, complete the procedures in this section.

CRM for Healthcare 8.6 Update Guide CRM for Healthcare 8.6 Update Guide
Before you begin: Complete the prerequisites for this update.

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.

Importing the application file

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, administrator@pega.com 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. Select the Enable advanced mode to provide granular control over the import process check box. When that check box is selected, the wizard displays all instances in the current environment that have a newer version of the RAP being imported. For each instance, you decide whether to override the instance or skip the import.
  5. For schema changes, depending on your site's requirements, select either Automatic or Manual, and then continue following the wizard instructions.

    If you select Manual, see Viewing and applying schema changes.

    Note: During the manual process, the wizard displays a Pre-existing rule conflict warning for rules that already exist in the system in a different ruleset. In the Pre-existing rule conflicts section, select the Replace check box for all of the rules that are listed to ensure that the rules are moved to the correct rulesets.
  6. 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.
  7. When the import is complete, click Done.
  8. Apply the required hotfixes by using Hotfix Manager. For more information about applying hotfixes, see Applying the latest on-premises patch.
  9. 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
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