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Optional: Importing the sample data

The Pega Customer Relationship Management distribution media includes sample data to help you explore the application capabilities. The sample data includes disabled sample operators that you can enable to learn about the workspaces for each operator role. Importing the sample data is optional, and the sample data that is provided might not align with your business needs.

The sample application and rulesets are installed when you install the application, but you import the sample data separately.

Ensure that you have already imported the Pega Customer Relationship Management application file. For more information, see Importing the application file.

  1. In the header of Dev Studio, click Configure Application Distribution Import .

  2. Browse to select the file or files to import. Import the following files, in the sequence shown.

    If you plan to install the insurance industry applications on top of the base application, only import the DDL sample data file, and not the other sample application files shown below. The insurance industry applications have their own sample applications.
    • SampleDB\PegaCRMSample_DDL.jar
    • SampleDB\PegaCRMSample_DML.jar
    • SampleDB\KMSample\KMSampleData.jar
  3. Follow the wizard instructions to import the sample data.

Enable the sample operators that you will use to explore the different workspaces. For more information, see Optional: Enabling sample operator accounts.

For information about how to configure and use the Pega Sales Automation sample data, see Working with the Pega Sales Automation sample data.

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