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Importing the application file

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Updated on December 23, 2021

The system data and rulesets for Pega Customer Relationship Management 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\PegaCRM.jar file from your distribution media, and then follow the wizard instructions.
  4. When the import is complete, click Done.
  5. If a PegaCRM_Patch.jar file is present on the media, repeat steps 2 to 3 of this procedure to import the patch releases.
  6. 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:
      • CustomerService 8.7
      • PegaSalesAutomationCosmos.8
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