Installing BIX

The procedure for installing BIX into an instance of the Pega Platform differs depending on which version you are running. Use the following steps to install BIX 8.1 with the Pega Platform.

  1. BIX is delivered as part of the Pega Platform zip file. Unzip the Pega<version>.zip file.
  2. In the Additional_Products/BIX folder, unzip the BIXDistributionImage.zip file to a directory on your local computer.
  3. Log in to your instance of the Pega Platform using an operator ID with Administrator privileges.
  4. In the header of Dev Studio, click Configure > Application > Distribution > Import.
  5. Click Choose File.
  6. Browse to the directory that you populated in step 1, select the Additional Products > BIX > Rulesets directory.
  7. Select the appropriate ZIP file and click Open. For BIX 8.1, the file is pxBIX_08.01.01.zip.
  8. Click Next. The File information dialog box is displayed.
  9. Click Next.
  10. Select how to apply the schema changes. The options are:
    • Automatic
    • Manual
  11. Click Next.
  12. The import status screen is displayed. When the import has finished, click Done.
  13. Locate your Application rule (select it from your Access Group display or from the list under Application Definition > Application in the Records Explorer).
  14. Add Pega-BIX: 08-01-xx to the list of Application rulesets, where “xx” is the patch version that matches the version of Pega Platform that you are running.
  15. Save the ruleset.
  16. On your application rule, locate and open your base Application ruleset (or select it from the list under SysAdmin > RuleSet in the Records Explorer).
  17. Add Pega-BIX: 08-01-xx to the list of required rulesets.
  18. Save your changes and log out. When you log in again, BIX displays as the Extract selection under SysAdmin in the Rules Explorer.