Installing Pega CRM & Sales Automation In Pega PE 8.5
Lets discuss on this post how to Install Pega CRM (Customer Relationship Management) & Sales Automation in Pega Personal Edition 8.5v
Prerequisite
- Install Pega Personal Edition 8.5v
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Login as Administrator (username: administrator@pega.com, pwd: install)
- Not sure how to install and configure Pega Personal Edition on Windows (or) Mac OS, watch below videos on my youtube channel https://www.youtube.com/c/PegaKnowledgeSharing
Click here to visit post related to below video
Step 1: Download PCRM851.zip file from My Digital Delivery
Step 2: Importing application file
- In the header of Dev Studio, click Configure > Application > Distribution > Import.
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Select the Rules\PegaCRM.jar file from your distribution media, and then follow the wizard instructions.
- Valid Database Connections
- When the import is complete, click Done.
Step 3: Verify the application rules
- click Records > Application Definition > Application.
Confirm that the following application rule or rules are displayed in the list:
- CustomerService 8.5
- PegaSalesAutomationCosmos.8
Step 4: Importing sample data
- The Pega Customer Relationship Management distribution media includes sample data to help you explore the default application capabilities.
- The sample data includes disabled sample operators that you can enable to learn about the workspaces for each operator role.
- Import the following files, in the sequence shown
- SampleDB\PegaCRMSample_DDL.jar
- SampleDB\PegaCRMSample_DML.jar
- SampleDB\KMSample\KMSampleData.jar
Step 5: Enabling sample operator accounts
- In the header of Dev Studio, click Configure > Org & Security > Authentication > Operator Access.
- In the Disabled operators section, select the check box next to the operator ID to enable.
- Click Enable selected. The Enable Operator dialog is displayed.
- Click Submit to confirm that you want to enable the selected operator ID.
- Click OK to close the dialog box.
This is how we need to Installing Pega CRM & Sales Automation In Pega PE 8.5
Incase If you have any further question and doubts feel free to contact admin@pegaks.com
