The system data and rulesets for Pega Customer Relationship Management are loaded during this task.
- Log in to Pega Platform
https://<hostname>:<port>/prweb) by entering the administrator ID, for example, firstname.lastname@example.org and the password that you used during Pega Platform installation.
- In the header of Dev Studio, click .
- Select the
Rules\PegaCRM.jarfile from your distribution media, and then follow the wizard instructions.
- When the import is complete, click Done.
- If a
PegaCRM_Patch.jarfile is present on the media, repeat steps 2 to 3 of this procedure to import the patch releases.
- Optional: Verify the application rules.
- In the navigation pane of Dev Studio, click .
- Confirm that the following application rule or rules are displayed in the
- CustomerService 8.7