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Pre-Upgrade Check for Pega Marketing and Pega Customer Decision Hub

Suggest edit Updated on September 20, 2021

Before an upgrade, you must assess whether your system is ready for the latest version by adding the Pre-Upgrade Check component to your Pega Marketing™ or Pega Customer Decision Hub™ application, and then running a series of checks.

With the Pre-Upgrade Check component, you will identify the following types of problems that might cause errors or failure during an upgrade:

  • Missing hotfixes
  • Configuration issues
  • Customized rules

Running the Pre-Upgrade Check component

Prepare your application for an upgrade by identifying and resolving any issues that might make the upgrade unsuccessful.

Before you begin

Enable the Pre-Upgrade Check component in your application. For more information, see Installing the Pre-Upgrade Check component.


  1. In the header of the Pega Marketing or Pega Customer Decision Hub portal, click Configuration > Pre-Upgrade Check.
  2. On the Pre-upgrade check page, click Run.
    Result: The application displays the results grouped into categories, as shown in the following example: 
    "A sample of pre-upgrade check results"
    A sample of pre-upgrade check results
  3. Review and resolve the reported issues.
    For more information, see Resolving pre-upgrade issues.
  4. Run the Pre-Upgrade Check component again by repeating steps 1 through 3.

Result: When you address all the issues in the General Issues section, your application is ready for an upgrade.

What to do next 

To upgrade your application, follow the instructions in the upgrade guide that is appropriate for your application version: 

  • Pega Marketing 7.x to 8.5 Upgrade Guide 

  • Pega Marketing 8.x to 8.5 Upgrade Guide 

These documents are available on the Pega Marketing product page

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