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Enabling Next-Best-Action Designer version 2 to support multilevel configurations

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If you already used Next-Best-Action Designer version 2 in versions of Pega Customer Decision Hub earlier than 8.5, after upgrading to Pega Customer Decision Hub 8.5, you must update your Next-Best-Action Designer configuration to support multilevel decisioning.

  1. Ensure that no next-best-action outbound runs are active at moment and that no runs are planned for the same time frame as the Next-Best-Action Designer upgrade.

    The upgrade can take 30-45 minutes.
  2. Ensure that no inbound requests, such as real-time event and real-time container requests, are planned for the same time frame as the Next-Best-Action Designer upgrade.

  3. Ensure that the Context Dictionary configuration is saved and valid.

  4. Ensure that the ruleset and version used by your access group are unlocked, or create an unlocked version of the ruleset. By default, the ruleset used to store the configuration is Artifacts.

  5. Optional:

    Check in all checked-out artifacts related to Next-Best-Action Designer to avoid potential issues during the upgrade.

  6. Optional:

    Lock and roll the Artifacts ruleset version. For more information, see https://community.pega.com/knowledgebase/articles/pega-cloud-services-post-upgrade-tasks-7x-8y/cloud/locking-and-rolling-ruleset-versions.

  7. Click Upgrade now.

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