Upgrade or Install Customer Insights Accelerator

Prerequisites

• Customer Insights Accelerator

• Shared Library Accelerator

• Dashboard Library Accelerator

If these prerequisites are not met, do not continue. First, follow the instructions in 3. Ensure Accelerator Objects Are Backed Up or Already Stored in Git.

Steps

• If it is not the latest version, select the “Upgrade” package in the PlatformManager for deployment.

• If the accelerator is not yet installed, select the new installation package in the PlatformManager for deployment.

1. Deploy Customer Insights Accelerator and Add it to Git

1. Follow the installation or upgrade instructions for the Customer Insights Accelerator.
   • Deployment (Customer Insights)
   • Upgrade (Customer Insights)

2. Download the accelerator source code to component folder using the PfxComponents tool window:

   1. Search for the component Customer Insights Accelerator Source Code.

   2. Click Import.

3. Navigate to the Fetch tool window:

   1. Select customer-insights-accelerator component folder

   2. Click the Select all entities and their objects that exist in the selected directory ( ) button in the entity panel.
      Feature is only available within the Pricefx Studio version 15.2 or higher.

   3. If a popup message appears indicating that certain objects were not found:

      1. Select the entity and click the Refresh ( )button to reload the Fetch tool window and try it again.

   4. Select the Calculation Flow > CustomerInsights_Sequencer - the one that you deployed manually in Unity.

   5. Delete any remaining objects not present in the partition, as they were not included in the installation.

   6. Click Fetch.

4. Make sure you fetched the following Advanced Configuration options in the component folder.
   • customer-insights-accelerator

5. Ensure you do not overwrite the userGroupEdit and userGroupView from the Company Parameters

6. Ensure your schedules of the Data Loads are not touched (remove incrementalDate etc.).

7. Commit to Git branch pfxagent with a commit message such as:
   PFAGENTS-123 installation of Customer Insights Accelerator 1.11.3
   Replace the ticket number and version as appropriate.

8. Assign the ticket to QA to initiate testing.

2. Download Shared Library Accelerator and Add it to Git

1. Download the accelerator source code to component folder using the PfxComponents tool window:

   1. Search for the component Shared Library Accelerator Source Code.

   2. Click Import.

2. Navigate to the Fetch tool window:

   1. Select shared-library-accelerator folder:

   2. Click the button Select objects that exists in the current directory ( ) button in the entity panel.
      Feature is only available within the Pricefx Studio version 15.2 or higher.

   3. Click Fetch.

3. Commit to Git branch pfxagent with a commit message such as:
   PFAGENTS-123 installation of Shared Library Accelerator 1.9.0
   Replace the ticket number and version as appropriate.

3. Download Dashboard Library Accelerator and Add it to Git

1. Download the accelerator source code to component folder using the Components marketplace in the Pricefx Studio.

   1. Search for the component Dashboard Library Accelerator Source Code.

   2. Click Import.

2. Navigate to the Fetch tool window:

   1. Select dashboard-library-accelerator folder:

   2. Click the Select all entities and their objects that exist in the selected directory ( ) button in the entity panel.
      Feature is only available within the Pricefx Studio version 15.2 or higher

   3. Click Fetch.

3. Commit to Git branch pfxagent with a commit message such as:
   PFAGENTS-123 installation of Dashboard Library Accelerator 1.5.0
   Replace the ticket number and version as appropriate.