Use Case - Running the Pega Customer Decision Hub setup wizard
2 Tasks
30 mins
Scenario
After the decisioning architects and business stakeholders completed the initial data mapping exercise, U+ Comms confirmed that the Pega communication data model is an excellent fit for their needs.
As a system administrator, create a new operator with the appropriate access group. This operator will be responsible for running the setup wizard and configuring the application that utilizes the communications data model and Next Best Action designer template.
Detailed Tasks
1 Other details
- Use the following credentials to log in to the exercise system:
Role User name Password System administrator SystemAdmin rules
- As the System administrator, create a new user named SystemArchitect with the necessary with the following details:
Field Value Operator ID
SystemArchitect
Access Group
CDHTemplate:CDHAdmins
Organization
pega.com
Division
Administration
Unit
Installation
Allow rule check out
True
Login password
rules
Caution: In the Security tab, ensure that the Allow rule check out checkbox is selected.
- Log in to the system as the SystemArchitect and run the Customer Decision Hub setup wizard, then set up the CDH application using the following details:
Field Value Organization Name
UComms
Application Name
CDH
Industry Template
Communications
Repository
filerepo
Caution: Ensure that the OperatorID, Application Name, Organization Name, Industry Template, and Repository values are entered exactly as provided above.
As you proceed with the setup wizard, you may encounter a warning message that reads, "Ensure you include the Next Best Action Advisor connector for Customer Decision Hub component from the marketplace before using the Template." Ignore this warning, as Next Best Action Advisor is not needed to complete the assignment.
2 Acceptance criteria
- SystemArchitect user is created.
- The following applications are created with the correct names:
- Customer Decision Hub (CDH),
- 1:1 Operations manager Ext (OpsExtCDH),
- CDH standard release (OLSTRDCDH), and
- CDH fast release (OLFRCDH)
- The communications template and data model are used during the setup process.
Available in the following mission:
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