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Pre-Upgrade Check for Pega Marketing and Pega Customer Decision Hub

Assess whether your system is ready for an upgrade to the latest version by adding the Pre-Upgrade Check component to your Pega Marketing™ or Pega Customer Decision Hub™ application, and then running a series of checks.

With the Pre-Upgrade Check component, you can identify the following types of problems that might cause errors or failure during an upgrade:

  • Missing hotfixes
  • Locked artifact ruleset
  • Excessive number of batch database tables
  • NBAM Agents access group (PegaNBAM:Agents) pointing to the incorrect application
  • Segments inaccessible to the current application
  • Properties (pyFullName and pyEmail) not present in customer class external mapping
  • Column length for pyDescription on the PR4_RULE table is not increased to 1000
  • Rules that have been deprecated:
    • Passbook Rules
    • Non-visual segments
  • Customized rules

Running the Pre-Upgrade Check component

Prepare your application for an upgrade by identifying and resolving any issues that might make the upgrade unsuccessful.

Before you begin

Enable the Pre-Upgrade Check component on your application. For more information, see Installing the Pre-Upgrade Check component.


  1. In the header of the Pega Marketing or Pega Customer Decision Hub portal, click Configuration > Pre-Upgrade Check.
  2. On the Pre-upgrade check page, click Run.
    Result: The application displays the results grouped into categories, as shown in the following example:
    Pre-upgrade check sample results
    Pre-Upgrade Check Results Example
    Pre-upgrade check sample results
  3. Review and resolve the reported issues.
    For more information, see Resolving pre-upgrade issues.
  4. Run the Pre-Upgrade Check component again by repeating steps 1 through 3.

Result: When the check returns no more issues, your application is ready for an upgrade.

What to do next 

To upgrade your application, follow the instructions in the upgrade guide that is appropriate for your application version: 

  • Pega Marketing 7.x to 8.5 Upgrade Guide 

  • Pega Marketing 8.x to 8.5 Upgrade Guide 

The documents are available on the Pega Marketing product page

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