Performing administrative tasks in Pega Knowledge

2 Tasks

10 mins

Pega Customer Service '26

Pega Customer Service '25 Pega Customer Service '24.2 Pega Customer Service '23 Pega Customer Service '23 Pega Customer Service 8.8

Visible to: All users Applies to: Pega Customer Service '26, Pega Knowledge '26

Intermediate

English

Scenario

U+Bank is implementing a new process for articles that require expert approval. A system administrator must enable expert approval, and a Super User has been tasked with creating a new taxonomy category specifically for these articles.

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

Role	User name	Password
System administrator	kmsysadmin	password123!
Super User	kmsuperuser	password123!

Your assignment consists of the following tasks:

Task 1: Enable expert approval

Create a new content template for use in knowledge articles related to the new mortgage process. Publish the template after you create it.

Task 2: Add a new taxonomy category

Create a new taxonomy category as a child category of the existing Retail Banking taxonomy category. The new category does not require expert approval but should have KM Internal as an authorized role.

 

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 expert approval

1. On the exercise system landing page, click Pega Infinity™ to log in as a KM System administrator:
   1. In the User name field, enter kmsysadmin.
   2. In the Password field, enter password123!.
2. In the header of Infinity studio, click Application menu > Settings > Configurations.
   
3. Locate the Knowledge Management - Constellation configuration set.
4. Next to Enable expert approval, click Edit this setting.
   
5. Set the Default value to True, then click Submit.
6. In the upper-right corner, click KMSystemadministrator > Log off to log out.

2 Add a new taxonomy category

1. On the exercise system landing page, click Pega Infinity™ to log in as a KMSuperUser:
   1. In the User name field, enter kmsuperuser.
   2. In the Password field, enter password123!.
2. In the navigation pane of Pega Knowledge, click Taxonomy.
3. In the upper right side, click Add new category.
4. In the Category name field, enter Articles requiring expert approval.
5. In the Description field, enter Taxonomy category for articles that contain sensitive information and require expert approval.
6. In the Authorized role list, select PegaKM:Internal.
7. In the Category expert type list, select Work queue.
8. In the Expert workbasket field, select Knowledge Content expert approvers.
9. Click Submit.
   

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Available in the following mission:

• Pega Knowledge v6