Table of Contents

Upgrading the Next-Best-Action Designer

In Pega Marketing™ and Pega Customer Decision Hub™, Next-Best-Action provides automated decisions based on predictive analytics, adaptive analytics, and traditional business rules. With the Next-Best-Action Designer, you can define Next-Best-Action decisions and requirements which apply to the whole organization, or to specific business issues or groups.

Pega Marketing 8.3 introduced the new Next-Best-Action Designer version 2. Pega Customer Decision Hub 8.5 expanded the capabilities of Next-Best-Action Designer version 2 by adding enhancements that support multi-level context decisioning. If you defined Next-Best-Action using one of the previous versions of Next-Best-Action Designer, you can continue to use the legacy configuration. However, to benefit from the new features, update your Next-Best-Action configuration as described below.

If you never implemented the Next-Best-Action Designer configuration in Pega Marketing 8.2 or earlier, open and save your Context Dictionary page after the upgrade to ensure that the Next-Best-Action Designer is accessible. For more information, see "Re-saving the Context Dictionary configuration" in the Pega Customer Decision Hub Upgrade Guide on the Pega Customer Decision Hub product page.
Before you upgrade the Next-Best-Action Designer in a production environment, first perform the upgrade in a sandbox environment and review the performance of your strategies to ensure that they continue to give the expected results. After the Next-Best-Action Designer is upgraded, it cannot be downgraded back to a previous version.

Upgrading Next-Best-Action Designer from version 1 to version 2

To upgrade the Next-Best-Action Designer:

  1. Suspend any outbound schedules defined for the existing Next-Best-Action configuration defined in Next-Best-Action Designer version 1.
  2. Ensure that all Pega Customer Decision Hub assets are checked in.
  3. 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.
  4. Ensure that the ruleset and version used by your Context Dictionary is unlocked. You can check the ruleset and version on the Settings > Context Dictionary landing page in App Studio.
  5. In Dev Studio, click Records > SysAdmin > Dynamic System Settings.
  6. Click Create.
  7. Fill out the following information:
    • Short description - optionally, enter the description of this Dynamic System Setting, for example, Enables the upgrade of Next-Best-Action Designer to version 2.
    • Owning Ruleset - enter PegaMKT-Engine
    • Setting Purpose - enter MKTEnableNBADversion2Upgrade
  8. Click Create and open.
  9. Set the value of the setting to true.
  10. Click Save.
  11. Log off from Pega Customer Decision Hub and then log back in.
  12. In App Studio or in the Pega Customer Decision Hub portal, click Next-Best-Action > Designer. The Next-Best-Action Designer now shows the option to upgrade to version 2.
  13. Click Upgrade. The configuration of Next-Best-Action and its strategy framework is upgraded.
  14. If you do not plan to implement action treatments, introduced in Pega Marketing 8.2, deactivate Next-Best-Action treatment processing. This ensures that offers created before the upgrade function correctly. After you associate your offers with treatments, you can enable treatment processing again. For more information, see the Pega Marketing 8.5 User Guide on the Pega Customer Decision Hub product page.
    1. Click the gear icon in the upper right corner of the Next-Best-Action Designer.
    2. Set the Channel treatment processing toggle to OFF.
    3. Click Submit.

After upgrading Next-Best-Action Designer, review and test the upgraded strategies to ensure that they work with the new configuration. For more information about Next-Best-Action Designer version 2, see the Pega Marketing 8.3 User Guide on the Pega Marketing product page.

Enabling Next-Best-Action Designer version 2 to support multi-level configurations

If you already used Next-Best-Action Designer version 2 in versions of Pega Marketing or 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 mult-level 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.
  7. Click Upgrade now.
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