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Running the Pega Customer Service Upgrade Checker

Suggest edit Updated on May 14, 2021

In Pega Customer Service, run the Pega Customer Service Upgrade Checker to identify and fix overrides to locked rules, and to identify and remove deprecated and withdrawn rules.

Note: If you are using an industry version of Pega Customer Service, perform this action from the industry application, and not from the Pega Customer Service application.
Before you begin: Import the critical rules list for your application as described in Importing the critical rules list.
  1. In the header of Dev Studio, click ConfigureCustomer ServicePega Customer Service Upgrade Checker.
  2. From the Base Application list, select your application, as implemented in Pega Customer Service.
  3. Select the rulesets that you want to check.
    All rulesets are selected by default.
  4. Click Run Utility.
    • If there are no overrides to final rules, the Pega Customer Service Upgrade Checker displays the Upgrade Health of your application as Good.
    • If there are overrides to final rules, the Pega Customer Service Upgrade Checker displays the Upgrade Health of your application as Poor.
  5. Click the Activity link for each final rule, then follow the instructions to remove the overridden rules.
  6. For deprecated and withdrawn rules, remove the rule from your application.
    Note:

    Deprecated rules are located in a deprecated rules ruleset, PegaCS-Deprecated. To use a deprecated rule until you have a replacement rule ready, add the ruleset to your application stack. For information about how to modify the application stack, see RuleSet Stack tab.

  7. To check the health of your application after removing the rule overrides, deprecated rules, and withdrawn rules, run the Pega Customer Service Upgrade Checker again. Repeat these steps until the Upgrade Health displays a value of Good.
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