Breadcrumbs

Upgrade or Install Sales Insights Accelerator

Prerequisites

Before proceeding, ensure that the following accelerators are backed up and available in Git.

  • Sales 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.

The accelerators will automatically deploy the necessary library logics. There is no need to deploy these manually.

1. Deploy Sales Insights Dashboards Accelerator and Add it to Git

  1. Follow the installation or upgrade instructions for the Sales Insights Accelerator.
    • Installation (Sales Insights)
    • Upgrade (Sales Insights)

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

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

    2. Click Import.

  3. Delete the following legacy logics if they still exist:

    • AdvancedConfiguration/Sample_SIP_AdvancedConfiguration.txt

    • CalculationLogic/SIP_DefaultFilterConfiguratorExecutor

    • CalculationLogic/SIP_DefaultFilterConfiguratorInput

  4. Navigate to the Fetch tool window:

    1. Select the sales-insights-accelerator component folder.

    2. Click the Select all entities and their objects that exist in the selected directory ( Select all entities and their objects that exist in the selected directory ) button in the entity panel.
      info 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 ( PfxStudioRefreshButton.png )button to reload the Fetch tool window and try it again.

      2. If any of the following objects are listed in the popup message, deploy them manually:

        • Advanced Configuration > any item that starts with ai_dashboard_description_ prefix.

        • Preferences > OutliersDefault

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

    4. Click Fetch.

  5. Make sure you fetched the following Advanced Configuration options in the component folder.
    • SIP_AdvancedConfiguration
    • waterfall-configuration

  6. Ensure you do not overwrite the userGroupEdit and userGroupView from the Company Parameters if they contain existing values.

  7. Commit to Git branch pfxagent with a commit message such as:
    PFAGENTS-123 installation of Sales Insights Accelerator 1.14.3
    info 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 component folder:

    2. Click the Select all entities and their objects that exist in the selected directory ( Select all entities and their objects that exist in the selected directory ) button in the entity panel.
      info 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
    info 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 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 component folder:

    2. Click the Select all entities and their objects that exist in the selected directory ( Select all entities and their objects that exist in the selected directory ) button in the entity panel.
      info 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
    info Replace the ticket number and version as appropriate.