Upgrading BIX

Upgrading BIX requires installing one ruleset. The new version of BIX can be installed on top of your existing version.

  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. In the header of Dev Studio, click Configure > Application > Distribution > Import.
  4. Browse to the directory that you populated in step 1, select the Additional Products > BIX > Rulesets directory, and then select the appropriate ZIP file. For BIX 8.1, the file is pxBIX_08.01.01.zip.
  5. Click Upload file.
  6. When the .zip file has been uploaded to the server, the screen displays Import Options. Select the check boxes to:
    • Compile Libraries
    • Update Only If Newer
    • Overwrite Existing Rules
  7. Click Import.
  8. When the import process is complete, add the BIX ruleset to your base ruleset version in the Application rulesets list as Pega-BIX:08-01-xx, where “xx” is the patch version that matches the version of Pega Platform that you are running.
  9. Save the ruleset.
  10. Locate your Application rule (select it from your Access Group display or from the list under Application Definition > Application in the Records Explorer). Add Pega-BIX: 08-01-xx to the list of Application rulesets.
  11. Save your changes and log out.
    When you log in again, BIX displays as the Extract selection under SysAdmin in the Rules Explorer.

After upgrading BIX, you may need to:

  • Reconfigure your stand-along command-line environment:
    • Download the BIX distribution archive and expand it into a directory.
    • Configure a JVM environment with access to the Pega Platform jar files and the appropriate database driver files
    • Configure the prconfig.xml, prbootstrap.properties, and prlog4j2.xml files provided in the configuration directory of the BIX distribution to specify the source and target databases and split schema setup. See Configuring the extraction environment.
  • Perform additional steps if you were using the Extract rule xml as input for extracting the rules:
    • Regenerate the pegarules.keyring file, if required.
    • Copy the Extract rule xml to the appropriate path.
    • Validate the ANT build file with the sample build file provided in the distribution package.
  • Update custom work tables if they do not have the pxCommitDateTime and pxSaveDateTime columns and are using pxUpdateDateTime for incremental extracts. Incremental extracts are done using pxCommitDateTime. See BIX Performance for additional information.
    • Update your work tables to include the new columns.
    • Populate the new columns by running the resave utility.
    Apply DDL scripts manually to create the pr_extract_time and pr_sys_queues_bix tables if the are not present in the PegaRULES schema.