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Importing the application file

The system data and rulesets for Pega Customer Relationship Management for Healthcare are loaded during this task.

  1. Log in to Pega Platform (https://<hostname>:<port>/prweb) by entering the administrator ID, for example, administrator@pega.com and the password that you used during Pega Platform installation.

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

  3. Select the Rules\PegaCRMHC.jar file from your distribution media, and then follow the wizard instructions.

  4. If you are using Pega Sales Automation for Healthcare, import the CensusTools.jar file. Otherwise, skip this step.

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

    2. Browse for and select the ResourceKit\CensusTools.jar file.

    3. Click Next to import the JAR file that contains rules and other objects.

  5. When the import is complete, click Done.

  6. Apply the required hotfixes by using Hotfix Manager. For more information about applying hotfixes, see Applying the latest on-premises patch.

  7. Optional:

    Verify the application rules.

    1. In the navigation pane of Dev Studio, click Records Application Definition Application .

    2. Confirm that the following application rule or rules are displayed in the list:

      • CSHC 8.6
      • CSHC 8
      • PegaHCSPM 8

      Optionally, import the sample data.

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