Enabling Pega Customer Decision Hub agents

2 Tasks

5 mins

Pega Customer Decision Hub '24.1

Pega Customer Decision Hub '23 Pega Customer Decision Hub 8.8 Pega Customer Decision Hub 8.7

Visible to: All users

Intermediate

Pega Customer Decision Hub '24.1

Decision Management

Next Best Action

English

Scenario

The system architects have run the Pega Customer Decision Hub™ setup wizard and created the implementation application for U+ Bank. As a system architect, enable the PegaMKT-Engine agent schedule to ensure that the background processes required by Customer Decision Hub function as expected.

Use the following credentials to log in to the exercise system:

Role	User name	Password
System architect	SystemArchitect	rules

Your assignment consists of the following tasks:

Task 1: Enable PegaMKT-Engine agent schedule

Log in to Dev Studio to enable the PegaMKT-Engine agent schedule.

Task 2: Confirm that the agents are running

Log in to Admin Studio as the system architect to verify the agent schedule is enabled and Customer Decision Hub agents are running.

 

You must initiate your own Pega instance to complete this Challenge.

Initialization may take up to 5 minutes so please be patient.

• Log In

Challenge Walkthrough

Detailed Tasks

1 Enable PegaMKT-Engine agent schedule

1. On the exercise system landing page, click Launch Pega Infinity^TM to log in to Dev Studio.
2. Log in to Dev Studio as the system architect:
   1. In the User name field, enter SystemArchitect.
   2. In the Password field, enter rules.
3. In the navigation pane of Dev Studio, click Records > SysAdmin > Agent Schedule to review the agent schedule records.
4. In the list of agent schedule instances, click the filter icon on the Name column and enter PEGAMKT-ENGINE, then click Apply to filter the relevant agent schedules.
   
5. Click on the PEGAMKT-ENGINE!REALTIME record to enable the agent schedule.
   1. On the Schedule tab, in the Agent-Wide Settings section, select the Enable this agent checkbox.
      
   2. In the upper-right corner, Save the agent schedule.
6. Repeat steps 4 - 5 for the following agent schedules:
   1. PEGAMKT-ENGINE!BATCH
   2. PEGAMKT-ENGINE!BACKGROUNDPROCESSING
   3. PEGAMKT-ENGINE!CUSTOM1
   4. PEGAMKT-ENGINE!CUSTOM2

2 Confirm that the agents are running

1. In the header of Dev Studio, click Dev Studio > Admin Studio to switch workspaces.
2. On the Overview landing page of Admin Studio, click Agents tile.
   
3. On the Agents landing page, click the Fields icon then select the Ruleset.
   
4. On the Agents landing page, on the Ruleset column, click the filter icon.
   
   Note: It might take about 45-60 seconds for the agent schedules to start and display all the agents.

5. In the Search Text field, enter or select PegaMKT-Engine then click Apply.
   
6. On the Agents landing page, on the Running column, confirm that the count of running agents is 1 for each Customer Decision Hub agent.
   
   Note: The count is set to 1 in this case because this exercise system is a single node environment. For multi-node environments, the count of running agents varies according to the infrastructure of the environments.

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This Challenge is to practice what you learned in the following Module:

• Preparing Customer Decision Hub for development v4

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Available in the following mission:

• Preparation for 1:1 Customer Engagement Implementation v4