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Get the free Upgrade Guide: Pega CRM for Financial ServicesComplete

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Steps to run the PegaCS Upgrade Checker utilityPrerequisite For running the PegaCS upgrade checker make sure you are not changing the version number of your application once the upgrade (lets say
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How to fill out upgrade guide pega crm

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How to fill out upgrade guide pega crm

01
Gather necessary documentation and resources for the upgrade.
02
Review the current version of Pega CRM and identify the features to be upgraded.
03
Access the upgrade guide template provided by Pega.
04
Fill in the project details, including timelines and team members involved.
05
Document the current system configurations and customizations.
06
Outline the new requirements and enhancements from the upgrade.
07
Create a detailed migration plan, including testing strategies and rollback plans.
08
Gather input from stakeholders to ensure all needs are addressed.
09
Review the upgrade checklist for any prerequisites.
10
Finalize the guide and get it approved by relevant stakeholders before proceeding with the upgrade.

Who needs upgrade guide pega crm?

01
Pega CRM administrators responsible for system maintenance.
02
Development teams planning to implement new features.
03
Business analysts assessing the impact of the upgrade.
04
Project managers overseeing the upgrade process.
05
End-users who will be affected by the changes in the CRM system.
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The upgrade guide for Pega CRM is a document that outlines the necessary steps and best practices for upgrading Pega CRM applications to newer versions, ensuring compatibility and optimal performance.
Organizations using Pega CRM software that are planning to upgrade their applications are required to file the upgrade guide.
To fill out the upgrade guide, users need to provide information about their current system version, planned upgrade version, any customizations made, as well as details related to system testing and rollback plans.
The purpose of the upgrade guide is to ensure a smooth transition to a newer version of Pega CRM by documenting the upgrade process, potential challenges, and necessary actions to mitigate risks.
Information that must be reported includes current and upgraded software versions, compliance checks, system compatibility assessments, custom changes, and any potential risks identified.
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